CLIENT SUPPORT

ADVISER SUPPORT

 

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.

JESSICA PATTERSON

ASSISTANT ADVISER

 

Anna joined FLM in 2017 and started working alongside Megan after she completed her degree in Chemistry at the University of St. Andrews. 

She is keen on outdoor pursuits, regularly participating in shooting, fishing and sailing.

 

Anna prides herself on efficiency and good personal relationships with clients. She acknowledges that no two clients are the same, and together with Megan works hard to build bespoke and robust financial plans to achieve established goals for clients.

ANNA MORTON

ASSISTANT ADVISER

 

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.

ALEX CROWTHER

EXECUTIVE ASSISTANT

 

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 as an Executive Assistant to David Allard.

JOANNA HILL

ASSISTANT ADVISER

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.

JEAN-PIERRE STONE

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.

ALEXANDRA FRANCE

ASSISTANT ADVISER

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.

 

PIERS OLDLAND

CLIENT SERVICING ASSISTANT

 

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.

OLIVIA SALTMARSH

ASSISTANT ADVISER

 

Sam was born and bred in New Zealand, where he graduated from the University of Otago. Having a background in Wealth Management before moving to the UK, Sam joined FLM in 2018 as an Adviser Assistant working alongside Edward Gascoigne. Sam has recently completed his Diploma in Regulated Financial Planning. When not at work, Sam enjoys getting outdoors and keeping fit.

SAM WILSON

ASSISTANT ADVISER

 

Lydia is a born and bred Liverpudlian. She graduated from the University of Surrey with a BSc (Hons) in Chemistry, before turning her focus to Finance. She looks forward to achieving client goals through honesty and determination.

LYDIA KOKE

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.

NICKI NECHELPUT

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.

ASHLIE SMITH

CLIENT SERVICING ASSISTANT

Mimi’s previous roles were within both Sales and support. She is driven by providing exceptional service while going above and beyond for clients and colleagues.  Outside work Mimi competes at Cross Country and Track races as well as having a passion for writing, beauty and cooking.

MIMI CORDEN-LLOYD

ASSISTANT ADVISER

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.

 

ABI OAKTON

ASSISTANT ADVISER

 

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.

DOMINIC VOASE

ASSISTANT ADVISER

 

Katie will be graduating from the University of Loughborough with a BA in International Business in 2018. As part of her degree she carried out a year within the headhunting industry. She will soon be studying for the diploma in financial planning and is joining Charlie Okell’s team in August.

KATIE HOBAN

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.

MAXINE WEBSTER

ASSISTANT ADVISER

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.

ROBERT HYNES

ASSISTANT ADVISER

 

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.

WILL HOLDEN

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.

 

KERRY COOPER

EXECUTIVE ASSISTANT

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. Hayley joined FLM as an Executive Assistant to David Allard in June 2019, and she is driven and determined to succeed in this new role. In her spare time Hayley enjoys travelling, painting and spending time with friends and family.

HAYLEY FAULKNER

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.