OUR ADVISERS

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ADAM JONES

CHARTERED FINANCIAL PLANNER

SENIOR ADVISER

 

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.

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MEGAN SMITH

CHARTERED FINANCIAL PLANNER SENIOR ADVISER

 

Megan started off her career in private banking and has been advising private clients since 2001. In 2008 she started working with Financial Lifestyle Management and has a portfolio of clients who range from city professionals to entrepreneurs and professional sportsmen.

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CHARLIE OKELL

CHARTERED FINANCIAL PLANNER SENIOR ADVISER

 

Charlie joined FLM in 2010 and has developed a loyal client base through consistently adding value and building strong relationships.

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HARRY VAUGHAN

CHARTERED FINANCIAL PLANNER

ADVISER

 

Harry aims to build and maintain long-term relationships with clients to provide them with a source of trusted advice as their financial needs develop over time.

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CHARLOTTE OHLSON

SENIOR ADVISER

 

Charlotte joined FLM in 2009. Her role began working alongside Dave Allard by providing excellent client service to FLM’s principal clients.

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PETER COLERIDGE

ADVISER

 

Peter has a very broad range of financial experience to add to his advisory expertise, which has been gleaned from an earlier background in treasury management and tax planning.

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JAMES WILSON, ACA

ADVISER

 

After 7 years working as a Chartered Accountant for Deloitte, James made the switch to Wealth Management in 2013. He greatly enjoys getting to know his clients whilst using his financial service experience and skills to help plan to achieve specific financial goals.

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JACK DOUBLET

ADVISER

 

Jack joined FLM in 2015 working alongside Charlie Okell where he has gained a wealth of experience and exposure to first class client servicing. This is something Jack prides himself on and he is driven by the rewarding feeling of helping clients fulfil their financial objectives.

LAURA EDGINTON

ADVISER

 

Laura joined FLM in 2013 after spending 2 years working for a team of IFA’s. Upon joining FLM, she worked as a Paraplanner and is now an Adviser working alongside Edward Gascoigne. 

As a natural helper and planner, she finds assisting people in creating a well-planned financial future extremely rewarding.   
 

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SAM WILSON

ADVISER

 

Sam joined FLM in 2018 working alongside Edward Gascoigne. Sam built five years experience as a Financial Planner in New Zealand before relocating to the UK.

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HELEN FINDLAY, FPFS

CHARTERED FINANCIAL PLANNER SENIOR ADVISER

 

Helen’s career has always been in the financial services but joined the FLM team in May 2009. Helen specialises in working with city professionals as well as corporate contracts.

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BEN SMITH

CHARTERED FINANCIAL PLANNER SENIOR ADVISER

 

Ben has been with FLM since 2011 and is part of a team alongside David Blows. He believes in helping clients in three key ways; saving them tax, helping to make their lives easier and giving them complete financial clarity at all times.

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EDWARD GASCOIGNE, FPFS

CHARTERED FINANCIAL PLANNER & FELLOW OF THE PFS

 

Ed sees his key responsibilities as providing clarity at all times and finding the most effective, and tax-efficient, route to achieving his clients’ goals.

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NICHOLAS POLKINGHORNE

CHARTERED FINANCIAL PLANNER ADVISER

 

Nick is committed to ensuring that his industry knowledge remains relevant and has attained Chartered status. This, along with the pride and dedication that he places on developing solid personal relationships with his clients, ensures that he offers a rounded, professional and principled service.

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JAMES FENELEY

ADVISER

 

James joined FLM in 2015 on the Assistant Adviser Programme. After a few years working alongside Ben Smith he is now looking after his own client base. James is always keen to meet new people and look to add value to those willing to build a professional relationship.

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CAITLIN LAMBERT

ADVISER

 

Caitlin joined the team in 2012 after relocating to the UK from Australia and previously worked with David Allard when he was with the company.

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SALAAM AL-RAWI

ADVISER

 

Salaam joined FLM in 2016. Shortly after, he began establishing a client base of successful individuals, families and business owners. Salaam continues to grow his client base and is dedicated to delivering meaningful benefit to those that choose to work with him. 

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ED FORSYTH

ADVISER

 

Ed has been a financial adviser since graduating from the St James Place Academy in 2013. Ed prides himself on reducing the hassle and complexity of financial planning by presenting clients with simple, clear solutions.

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SAM CANDY

ADVISER

 

Sam began his career at a fund manager before making the move to become an adviser, driven by the love of helping people and sharing knowledge. He has a portfolio of clients that he looks after which mainly grows by word of mouth.

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ANNA MORTON

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 works hard to build bespoke and robust financial plans to achieve established goals for clients.

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KEVIN SALTMARSH

CHARTERED FINANCIAL PLANNER SENIOR ADVISER

 

After a number of years working as a money broker, Kevin moved into the Financial Services sector. He has over 10 years of experience in working for a number of leading financial institutions.

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DAVID BLOWS

CHARTERED FINANCIAL PLANNER SENIOR ADVISER

 

David has been providing individuals and businesses with tax and wealth management advice since 2007. As one of the more experienced advisers in the practice, he takes particular pride in mentoring new advisers and helping them develop within their careers.

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SEBASTIEN LE BARTH

CHARTERED FINANCIAL PLANNER SENIOR ADVISER

 

Seb started his career in the financial services as a mortgage adviser, but soon decided to broaden his expertise and pursue a career in Wealth Management. He has since grown his client base and became a Chartered Financial Planner.

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RICHARD KNOX

CHARTERED FINANCIAL PLANNER

SENIOR ADVISER

 

Richard has been an adviser for over 11 years. Throughout this time, he has continued to build a wealth of experience and knowledge of the financial services industry.

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ANU HOLLAND

ADVISER

 

Anu has been a member of the FLM team since 2011. Her experience has ranged from professional sports players to high net worth clients.

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LEWIS COX

ADVISER

 

Lewis joined FLM in 2011, starting his career in the marketing department. After excelling in this field, he moved across to assist Helen Findlay, whilst completing the Assistant Adviser programme.

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GEORGIE MUIR-MACKENZIE

ADVISER

 

Georgie joined FLM in 2013 with a legal background. She has worked closely alongside Adam to become an integral member of the team and believes that putting clients first should be at the forefront of all good advice.

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ROD CLARKE

ADVISER

 

Rod has been a Financial Adviser since 2001 and spent 6 years specialising in providing quality advice and financial solutions within the Commercial and Corporate arena. He Joined FLM in the summer of 2012 and continues to work with business owners as well as advising busy city professionals.

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GEMMA COTTIS

ADVISER

 

Gemma joined FLM in 2017, working within David Blows’ team. Before this she worked for St. James’s Place until deciding that she belonged in a client facing role.

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LYDIA KOKE

ADVISER

 

Lydia moved down to London from Liverpool 6 years ago and joined FLM in 2017. After studying Chemistry at University she concluded that the logical next step was to go into Financial planning!

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2020 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.