ASSET REVIEW TEAM

MICHELLE WALKER.jpg

ASSET REVIEW ASSOCIATE

 

Michelle graduated from the University of Southampton in 2016 with a degree in Psychology. She worked for a pensions provider for 7 months before moving to FLM in April 2017 as an Assistant Paraplanner. She is currently studying for her Diploma in Regulated Financial Planning.

MICHELLE WALKER

KATIE STIRLING newq.jpg

ASSET REVIEW ASSOCIATE

 

Katie graduated from the University of Bristol in 2017 with a degree in History before moving into finance. She enjoys keeping fit and is a keen runner. Katie is currently studying for her Diploma in Regulated Financial Planning.

KATIE STIRLING

XAVIER PEREZ.jpg

ASSET REVIEW ASSOCIATE

 

After working for a small practice for a couple of years Xavier decided to increase his knowledge by moving to a leading practice with more advisers who offer the chance to work on complex cases. He is currently studying towards becoming Diploma Qualified.

XAVIER PEREZ

CHRIS HUSSY.jpg

ASSET REVIEW ASSOCIATE

 

Chris graduated from the University of Kent with a degree in Mathematics. He developed an interest in Finance during his studies and pursued a career in financial planning. He joined the company as an Assistant Paraplanner in November 2017 and is currently studying for his Diploma in Regulated Financial Planning.

CHRIS HUSSEY

JAKE SHERWOOD.jpg

ASSET REVIEW ASSOCIATE

 

Jake qualified as a Personal Trainer in 2014 and worked in the fitness industry before leaving to start his own business. This fuelled an interest in finance, encouraging him to join FLM as an Assistant Paraplanner in 2017. Jake is ambitious and driven to succeed.

JAKE ALEXANDER

OWEN HARWICKER.jpg

ASSET REVIEW ASSISTANT

 

Owen joined FLM in January 2019. He previously worked in a third party administration Finance company called DST for 3 years before beginning his new wealth management career with FLM.  

OWEN HARWICKER

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2019 FLM Ltd. 

FLM is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.