Caitlin joined FLM Ltd in February 2012 soon after moving from Australia. Caitlin works alongside Principal Partner David Allard, managing his existing client base whilst building up her own. Caitlin looks after a wide range of busy, successful private clients and enjoys helping them to achieve their goals. She hopes that she brings an element of rapport to her client relationships whilst delivering on promises and providing an excellent service.
Hailing from sunny Queensland in Australia, Caitlin has a love of the outdoors and is very active in all areas of her life. She is a keen skier, having completed her Ski Instructor license in Whistler and is a member of the Financial Lifestyle Management Netball team. Caitlin is also a travel enthusiast and is known to enjoy a glass of vino or two on occasion!
Caitlin thrives on putting a smile on client’s faces. Whether that is by reporting investment returns, helping to reduce a tax liability or removing the nuisance factor from her client’s lives. She prides herself on being honest, motivated and efficient.
FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
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