FINANCIAL FOCUS FOR YOU

Making Lives Better

Our service is designed to encompass all areas of your financial circumstances. Whilst many promise a holistic service, we are uniquely situated to deliver on this promise. 

OUR SERVICES

Our expertise is extensive and the highlighted services below are some of the common areas where we can assist, however this list is by no means exhaustive. We always tell our clients, if you have a question, ask us. We will find a solution. 

Retirement Planning

Financial Planning

Trust and Estate Planning

Tax Returns

Mortgages & Banking

Insurance and Assurances

Asset Management

Tax Planning

‡ Will writing requires the referral to a service that is separate and distinct to those offered by FLM or St. James's Place. Wills and trusts are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Please note that VCTs/EISs are illiquid investments, subject to future and retrospective tax changes and as such are suitable only for experienced, sophisticated or high net worth investors who accept that they may get back significantly less than the original investment. 

SCHEDULE AN APPOINTMENT TODAY

FLM together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy (www.sjp.co.uk/privacy) .

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.