OUR ADVISERS
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
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.
MEGAN SMITH
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.
CHARLIE OKELL
CHARTERED FINANCIAL PLANNER
ADVISER
Francis has worked in the financial services industry for over 10 years. He specialises on tax planning and wealth management advice, mainly to individuals and business owners. Francis became a Chartered Fellow in 2016 and focuses on fulfilling his client’s goals.
FRANCIS TROLLOPE
CHARTERED FINANCIAL PLANNER
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.
RICHARD KNOX
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.
ANU HOLLAND
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.
LEWIS COX
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.
GEORGIE MUIR-MACKENZIE
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.
ROD CLARKE
ADVISER
Imogen joined FLM in 2015 after spending 2 years travelling. After a small time working in Electrical Engineering in Sydney, Imogen decided that Finance was more suited to her, so became an Assistant Adviser, where she became Diploma Qualified in Financial Planning.
IMOGEN ALLARD
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.
HELEN FINDLAY, FPFS
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.
BEN SMITH
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.
EDWARD GASCOIGNE, FPFS
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.
HARRY VAUGHAN
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.
JAMES FENELEY
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.
PETER COLERIDGE
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.
JAMES WILSON, ACA
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.
JACK DOUBLET
ADVISER
Charlotte joined FLM in 2015, starting off in the Asset Review Team as a Senior Paraplanner and has now worked her way up to become an adviser. She has worked closely with CEO David Allard and Charlotte Ohlson and has gathered a wealth of knowledge in complex areas of financial advice.
CHARLOTTE WHITELEY
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.
SAM CANDY
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.
KEVIN SALTMARSH
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.
DAVID BLOWS
CHARTERED FINANCIAL PLANNER 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.
SEBASTIEN LE BARTH
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.
NICHOLAS POLKINGHORNE
ADVISER
Charlotte joined FLM in 2009. Her role began working alongside Dave Allard by providing excellent client service to FLM’s principal clients.
CHARLOTTE OHLSON
ADVISER
Caitlin joined the team in 2012 after relocating to the UK from Australia and works alongside the CEO David Allard.
CAITLIN LAMBERT
ADVISER
Working alongside Senior Adviser and Director Adam Jones, Salaam gained an unparalleled exposure to high net worth clients and their complex circumstances.
SALAAM AL-RAWI
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.
ED FORSYTH
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 Assistant Adviser working alongside Edward Gascoigne. She is now studying for her Diploma in Regulated Financial Planning.
LAURA EDGINTON
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.