Making Lives Better
Our mission is to always put our client’s goals at the centre of everything we do. We listen to our clients, deliver a comprehensive financial strategy and then ensure that plan remains relevant and up to date over time. We know that financial success is best achieved through precise and sustained focus, which is why our teams work very closely to create the best possible outcome.
WHAT MAKES US UNIQUE?
We have all of your financial needs in one place; wealth management, accountancy, tax planning, mortgages, banking, estate planning and insurance. This ensures that you have a comprehensive and cohesive plan that doesn’t neglect any aspects of your financial affairs.
We believe in offering our clients guarantees which is why we choose to work alongside St. James's Place. With a lack of quality advice available in an area that can quickly become unclear and convoluted, it is important to us that you have peace of mind.
At FLM we take our work seriously, but we don’t let that stop us having fun. We keep the vibe in the office very lively and we live by the motto ‘Work hard, play hard’. We are one team that works together to make sure we get the job done in the most efficient and beneficial manner to our clients. We challenge the norm and are constantly looking to develop our offering to clients.
FROM THE CEO, DAVID ALLARD
"Having already worked in financial services for 15 years when we established FLM in 1999, I thought I had a fair idea of what clients wanted. However, in order to confirm what our clients really wanted, I simply asked. The results were unanimous.
Our clients wanted a company that provided clarity and took care of every financial consideration a person might have to make. They wanted one point of contact, a comprehensive strategy and consistency.
FLM was born out of our clients' desire to pursue their careers, take time for themselves and their families, all without having to worry about their financial affairs.
Our expert advisers, whose continuous development and training I personally oversee, take a consolidated approach to financial planning in order to grow your wealth, save you time and create confidence in your future.
Start your journey with us and let me know if we've achieved our goal or tell me what more we need to offer."
We aim to be different, and instil a ‘can do’ attitude in all our people, under promising and over delivering to our clients and colleagues.
To be the best, we embrace constructive feedback and opportunities to develop. We will always strive to be better and recognise the danger of complacency.
Commit to each other
Our word is our bond, we do not break promises nor let colleagues, clients or the company down.
We work together to provide the best possible outcomes for our clients, and, respect other people’s opinions and views whilst doing so.
Be An Ambassador
However successful someone might be, self interest or any personal activity that is put above the interests of FLM will not be tolerated.
We take ownership of decisions and aim to always bring a solution to a problem.
Floors 2 & 3, Basildon House, 7 Moorgate, London, EC2R 6AF