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.

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.

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.

FRANCIS TROLLOPE

CHARTERED FINANCIAL PLANNER

ADVISER

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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.

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.

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.

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.

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.

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.

IMOGEN ALLARD

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. 

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.

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.

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.

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.

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.

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.

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.

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.

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.

CHARLOTTE WHITELEY

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.

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.

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.

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.

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.

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.

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.

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.

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.

SALAAM AL-RAWI

ADVISER

Working alongside Senior Adviser and Director Adam Jones, Salaam gained an unparalleled exposure to high net worth clients and their complex circumstances.

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.

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.   
 

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.

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!