OUR DIRECTORS

DAVID ALLARD.jpg

CHIEF EXECUTIVE OFFICER

 

Dave has been in financial services for over thirty years. He is very proud of the business he has built and the people he works with. He has a large client base full of wealthy and successful clients. His two key drivers are care for clients and delivering on promises.

DAVID ALLARD

ADAM JONES.jpg

DIRECTOR & SENIOR ADVISER CHARTERED FINANCIAL PLANNER

 

Adam began his career in financial services in 1998, when he joined the close knit team that later formed Financial Lifestyle Management Ltd. As such he has been part of the FLM journey from outset.

ADAM JONES

ALEX STONE.jpg

MANAGING DIRECTOR

 

Alex joined the financial services industry in 1996 as a graduate. After obtaining his Financial Planning Certificate and giving general financial advice he specialised in mortgages until 2008. Since then he has focused on building and running the business after becoming part owner of FLM.

ALEX STONE

ROBERT GRIFFITHS.jpg

TAX DIRECTOR

 

Robert has been part of FLM since 2002. A member of the Association of Taxation Technicians, Robert has over 16 years’ experience of tax advice and tax planning.

ROBERT GRIFFITHS

MICHAEL JEWSON.jpg

FINANCE DIRECTOR

 

Michael is one of the founding directors and shareholders of FLM and has been with the company from its inception in 1999.

MICHAEL JEWSON

SALLY NEILL.jpg

HR DIRECTOR

 

Sally joined FLM in 2010 and initially worked in the Finance Team. After a couple of years, she moved into the operational side of the business developing the HR function. She is now responsible for training, development, recruitment and all things employees.

SALLY SMITHSON

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.