
OUR ADVISERS
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.
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.
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.
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.
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.
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.