Three ways in which we can provide financial focus:
There are five key benefits we provide to over 3000 clients
OUR FINANCIAL ADVISERS
Our team of experienced Financial Advisers will work closely with you to save you money, give you direction / purpose in your financial plan and remove the financial stress factor from your life.
HELEN FINDLAY, FPFS
CHARTERED FINANCIAL PLANNER SENIOR ADVISER
KEVIN SALTMARSH
CHARTERED FINANCIAL PLANNER SENIOR ADVISER
ADAM JONES
DIRECTOR & SENIOR ADVISER CHARTERED FINANCIAL PLANNER
WHAT PEOPLE SAY ABOUT US:
"I have never regretted becoming involved with St. James's Place and FLM. The attention to my needs is a constant. I am more than satisfied with results and always conscious that if I have any questions, help or advice is a phone call away. I would heartily recommend, regardless of fund size, to make the first investment; a call to FLM."
Garth Watts, Retired
"I knew a little about my retirement investment options before meeting David and his team at FLM. The big difference is that FLM knows all the options, applies them to my personal circumstances and enables me to take advantage of them with great peace of mind."
Murray Newham, Retired, MWD Accenture
"I have always found FLM to be helpful, supportive, understanding of my needs and giving a clear direction. They have anticipated a number of scenarios for me and always give excellent advice on how to best tackle any issues I have. I would (and have) recommend them to friends and colleagues."
Adrian Coleman, CEO, VCCP
