FLM
FLM is a wealth management firm that provides financial planning services. Their team offers advice to assist clients in achieving their financial goals while maintaining a transparent relationship.
- Mortgages
- Tax Planning
- Investment Planning
- Retirement Planning
- Insurance and Assurance
- Trust and Estate Planning
Locations
Digital Popularity
Popularity over time
Competitors
Griffiths Marshall Wealth Management provides financial planning and wealth management services for individuals and businesses.
Fidelius Group is a forward-thinking financial services company that provides comprehensive financial planning and wealth management solutions.
Partners Wealth Management is a financial planning and investment advisory firm that focuses on building enduring relationships based on trust.
Wren Sterling is an independent financial planning expert dedicated to helping individuals and families build a better financial future.
Company Details
FLM is operated by Financial Lifestyle Management Limited and is a Active company incorporated on 29 April 2002 with the registered office located in London, Greater London. Financial Lifestyle Management Limited was registered 23 years ago.
Status
Active
Size
Small
Directors
4
Age
23 years old
Employees
75
Turnover
£12.2M
Total Assets
£3.51M
Cash in Bank
£2.17M
Total Liabilities
-£1.4M
Teams
84
61
52
17
8
5
11
Chief Technology Officer • Joined Feb 2016
Partner At FLM • Joined Sep 1999
Marketing Executive • Joined Feb 2017
Marketing Executive
Team Manager • Joined Mar 2020
Programme Manager • Joined Dec 2024
Marketing Manager • Joined May 2023
Tax Manager • Joined Nov 2022
Associate Finance Manager • Joined Sep 2020
Associate Finance Manager • Joined Sep 2024
Chief Technology Officer • Joined Feb 2016
Marketing Executive • Joined Feb 2017
Marketing Executive
Team Manager • Joined Mar 2020
Programme Manager • Joined Dec 2024
Marketing Manager • Joined May 2023
Associate Finance Manager • Joined Sep 2020
Associate Finance Manager • Joined Sep 2024
Client Support Executive • Joined Oct 2011
Business Development Executive
Tax Assistant • Joined Oct 2014
Associate Finance Manager • Joined Sep 2020
Associate Finance Manager • Joined Sep 2024
Private Client Executive • Joined Jun 2022
Finance Director • Joined Aug 1999
Protection Associate • Joined Apr 2024
Associate Financial Adviser • Joined May 2022
Associate Financial Planner • Joined Nov 2021
Accounts Assistant • Joined Aug 2022
Assistant Financial Advisor
Client Support Executive • Joined Oct 2011
Private Client Executive • Joined Jun 2022
Client Servicing Executive • Joined Jun 2023
Associate Financial Adviser • Joined May 2022
Client Services Associate • Joined Sep 2018
Customer Service Assistant • Joined May 2021
Client Servicing Assistant • Joined Nov 2017
Adviser • Joined Mar 2013
Financial Adviser • Joined May 2015
Adviser • Joined Aug 2013
Marketing Executive • Joined Feb 2017
Marketing Executive
Marketing Manager • Joined May 2023
Business Development Executive
Marketing Associate
Client Support Executive • Joined Oct 2011
Administrator • Joined Aug 2020
Client Services Associate • Joined Sep 2018
Team Assistant • Joined Aug 2023
Customer Service Assistant • Joined May 2021
Team Secretary • Joined Nov 2021
Team Secretary • Joined Sep 2021
Advisor Support • Joined Jun 2024
Partner At FLM • Joined Sep 1999
Asset Review Training Manager • Joined Jun 2016
Associate Tax Adviser • Joined Nov 2014
Adviser Support Assistant • Joined Nov 2021
Asset Review Team Assistant
Senior Financial Planner | Wealth Management | Investments | Retirement | Tax Optimisation • Joined Jan 2012
Chartered Certified Accountant At FLM • Joined May 2016
Financial Planner (Adviser) • Joined Dec 2016
Senior Adviser, Chartered Financial Planner • Joined Jun 2010
Finance Advisor Support • Joined Oct 2023
View 84 members