Jessica moved from her role at RBS as Processing Officer to join FLM in 2014 as the Office Manager. In between running around after her daughter, Jessica enjoys cooking, keeping fit and enjoying family life. Jessica is passionate about continuing her progression within FLM through hard work and determination.
Harry graduated from Bournemouth University with a degree in Business Management. Having worked in Financial Services for 6 years he holds the Diploma in Regulated Financial Planning. Harry recently re-joined FLM (from Coutts) to work with Edward Gascoigne and is now studying towards becoming a Chartered Financial Planner.
CLIENT SERVICING EXECUTIVE
Maxine joined FLM in February 2018, after nine years at KPMG working across a number of functions including Audit, Banking (Retail) Sales, Employee Benefits and Career Development. Maxine’s has over 15 years Executive Business Administration and project management experience.
Robert joined FLM in April 2017 having worked in the finance industry for over 5 years in both South Africa and the UK. Robert initially studied electrical engineering before sparking an interest in financial services. Robert is both dedicated and competitive and seeks to be the best in all aspects of his working life.
Will studied Business Management at University and graduated in 2016. Prior to joining FLM Will worked in customer relationship management for a vehicle leasing firm before pursuing a career in the financial services industry. Will is driven to deliver a bespoke service to all clients dependent upon their individual financial objectives.
CLIENT SERVICING ASSISTANT
Kerry joined FLM in January 2018. Working for Ed Gascoigne and Charlie Okell and supporting their teams. Kerry has a finance background and has worked previously with Accountants, Tax Advisers and IFAs all in Central London. Originally from Yorkshire, Kerry has been in London for over 20 years and enjoys reading, theatre anything food related and is currently learning Italian.
Hayley graduated Exeter University in 2012. After spending 7 years working as a social worker Hayley decided she wanted to pursue a new challenge and decided to take a leap by pursuing a career within the financial services industry. In her spare time Hayley enjoys travelling, painting and spending time with friends and family.
Jack joined FLM in March 2017, following two years in wealth management in Dubai. After initially working in the Business Development team and successfully helping the wider practice grow organically, he now works alongside Imogen to help actively manage her clients. Jack prides himself in adopting a professional yet friendly approach and building great relationships with clients. He relishes the opportunity to help clients realise their long term goals for financial independence.
In his free time he enjoys going to the gym, international travel and is a big sports fan, supporting his beloved Chelsea football club home and away!
Olivia graduated from the University of Greenwich in 2017 with a degree in Drama. After working in sales alongside her degree for three years, Olivia decided she wanted to pursue a career in finance, whilst still enjoying drama and theatre in her spare time, and joined FLM in November 2017.
Katie graduated from Loughborough University in 2018 with a first class degree in International Business. Katie joined FLM straight from university, having always wanted to pursue a career in the financial services industry. She is driven to deliver a bespoke service and help clients achieve their financial and personal goals. Katie works with Charlie Okell and is studying for the Diploma in Regulated Financial Planning.
Joanna joined FLM in January 2018 with over 13 years’ experience in Banking. She worked at RBS for 5 years working in Retail/Business Banking & Private Banking Wealth Management. Then spent 8 years working at Svenska Handelsbanken within Equities Capital Markets as a Personal & Team Assistant. Joanna works within Team Allard.
Jean-Pierre joined FLM in January 2017 with a view to diversify the way we bring on new clients. With a professional background in currency brokerage, Jean-Pierre is constantly aiming to improve, and is passionate about representing FLM and growing his finance career through hard work and determination - aspiring to become a qualified Financial Adviser in the next few years.
CLIENT SERVICING ASSISTANT
Alexandra joined FLM in September 2018. Prior to this, she worked as a Progress Manager leading a team of three.
She is committed to providing excellent customer service and support to clients and internal teams.
After completing a summer internship at FLM in 2018, Piers graduated from the University of Surrey after studying Economics and Finance and joined the company full time in July 2019. A keen sportsman, Piers is determined to use his strong work ethic and desire to succeed when supporting David Blows’s team.
James started his career in tax with a secondment at Grant Thornton. After obtaining the ATT qualification and 4 years’ tax experience he decided to pursue a career in Wealth Management. Having completed his Diploma in Financial Planning he is excited to support a senior adviser and build his own business, working with clients to provide clarity and direction with achieving their personal and financial goals.
CLIENT SERVICING ASSISTANT
Kurai joined FLM in January 2020 after having worked in financial services in South Africa. Previous to her work experience in South Africa, Kurai lived and worked as a Business Intelligence Assistant in Australia. She is passionate about what she does and aims to provide best quality of work every time.
Dominic graduated from the University of Nottingham with a degree in Economics. After leaving he pursued a career in financial planning and joined FLM in 2017. He now works with James Wilson while studying his Diploma in Financial Planning.
Alex studied Psychology at Exeter University and graduated in 2018. Alex has always had an eye on a career in the financial services industry and has found the perfect place to pursue this goal at FLM. What drives Alex is her desire to meet new people and socialise. She feels that every person you meet is an opportunity to learn something new.
CLIENT CARE EXECUTIVE
Nicki has worked in Financial Services since 1984, starting her career in Banking for 12 years then moving over to giving advice on mortgages. She has worked in Wealth Management for the last 11 years and has spent the previous 5 years managing administration and paraplanning teams. She joined FLM in April 2018 where her role is to provide a point of contact for all clients who require reviews and assistance with their current portfolios held with us.
CLIENT SERVICING ASSISTANT
Ashlie joined FLM in August 2018. Prior to this she studied a Legal Secretarial Course for 2 years at North Kent College. Ashlie has worked in the Financial Services Industry for the past 4 years and will be supporting Helen Findlay and Kevin Saltmarsh.
Mimi aims to provide an expert package of exceptional service, product knowledge, and comprehensive understanding of personal finance to help clients in planning their finances and future-proofing their savings, allowing them to give back time to focus on the things that matter. Outside of work, she runs competitively in both national and international competitions'
Abi joined FLM in 2019 with a legal background and a degree in Geography, however she has always aspired to have a career in financial services. Abi now works with Nicholas Polkinghorne and will soon be studying for the Diploma in Regulated Financial Planning.
Matt studied International Business at Loughborough University and after spending a couple of years travelling/working he joined FLM in the summer of 2019. Having passed his Financial Diploma qualifications, he is currently supporting 3 senior advisers. Matt is very much looking forward to building his own business, working with clients to achieve their financial and personal goals through clear robust financial plan.