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FLM Wealth Management

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exhibitor Biography

We have all of your financial needs in one place; wealth management, accountancy, tax planning, mortgages, banking, estate planning and insurance. This ensures that you have a comprehensive and cohesive plan that doesn`t neglect any aspects of your financial affairs.

We believe in offering our clients guarantees. With a lack of quality advice available in an area that can quickly become unclear and convoluted, it is important to us that you have peace of mind. Our two guarantees are below:

- St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website: www.sjp.co.uk/products-and-services/products-and-services.
- FLM guarantees annual fees for tax planning services. If, in the first year of working together, FLM cannot evidence value greater than the annual fee, it will be rebated upon request.

At FLM we believe in the importance of simplicity. We have a straightforward process which allows you to do your due diligence free of cost and obligation before commitment. It is important to us that clients choose to work with us from an informed and wholly comfortable position. We use our extensive knowledge and expertise to determine opportunities or inefficiencies in your or your business's financial strategy then, combined with our understanding of you, your business, and its goals, deliver our recommendations.

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