TAX TEAM

TAX ADVISER

 

Trishna graduated from Middlesex University and went on to obtain both her ACCA and CTA qualifications. Having worked in accountancy practices for several years, Trishna joined FLM in 2016 to further her experience.

TRISHNA HIRANI

ASSOCIATE TAX ADVISER

 

Jessica joined FLM in 2014 and works on both the personal and corporate tax service. She is a member of the Association of Tax Technicians (ATT)

JESSICA MARTIN

TAX SECRETARY

 

Lorraine previously worked for a chartered accountancy practice as a Senior Secretary in the West End for over 10 years. She enjoys the busy FLM culture and is focused on supporting the tax team to the best of her ability.

LORRAINE GIBBONS

ACCOUNTANT

 

Pranav is a qualified Chartered Certified Accountant, with a wealth of experience in various sectors. He is committed to exploring tax-efficient planning strategies for both corporate and non-corporate clients.

PRANAV PATEL

ASSOCIATE TAX ADVISER

 

Rebecca joined the tax team at FLM after spending a year in financial services recruitment. She graduated in July 2014 from the University of East Anglia with a BA (Hons) in History. She aims to obtain her ATT qualification to become a tax adviser.

REBECCA WHITELEY

TAX ASSISTANT

 

James started off with a career working in accounts and spent the summer of 2014 on a secondship with Grant Thornton. He is very ambitious and with a strong interest in the Wealth Management sector he is driven to succeed. Outside the office he has played competitive sport all his life - mainly Football & Tennis

JAMES PALMER

TAX ADVISER

 

Kathy is a Chartered Tax Adviser who is both CTA and ATT qualified. She has previously worked at a Top 10 accountancy practice. After coming from a mixed tax background, she now specialises in non-UK domiciled individuals and residential property.

KATHY LAM

TAX ASSISTANT

 

Abby joined the FLM Tax Team in July 2017 after recently graduating from the University of York. After completing a degree in Accounting, Business Finance and Management, she decided to pursue a career in tax.

ABBY UNDERWOOD

TAX ASSISTANT

 

Emily graduated from The University of Birmingham with a Msci (Hons) Natural Science. She joined the FLM Tax Team in March 2018 after working in Human Resources for a year. She is passionate about providing great client service and excited to begin studying for the ATT and training to be a qualified tax adviser.

EMILY CARLTON

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.