Financial Planners

FLM

FLM is a financial services company located in London, England. They specialize in providing expert financial planning services to their clients. With a team of experienced financial planners, FLM is dedicated to helping individuals and businesses achieve their financial goals.

Introduction to FLM

FLM is a financial services company that has been operating in London, England for over 25 years. The company was founded with the goal of providing personalized financial planning services to individuals and businesses. What sets FLM apart from other companies in the industry is their commitment to building long-term relationships with their clients, and their ability to provide tailored solutions that meet each client's unique needs.

Services & products

FLM offers a wide range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. In addition, the company provides financial advice and guidance to businesses of all sizes, helping them to manage their finances and make informed decisions about their future.

Location

FLM is located on the third floor of a building on Lombard Street in the heart of London's financial district. The area is home to a variety of businesses, including banks, insurance companies, and other financial services firms. Visitors to the area can expect to experience the hustle and bustle of a busy commercial district, with plenty of shops, restaurants, and cafes nearby. The closest public transportation options to FLM are Bank Station, Monument Station, and Cannon Street Station, all within a 5-10 minute walk.

Benefits

Customers who choose FLM can expect to receive personalized, one-on-one attention from experienced financial planners who are dedicated to helping them achieve their financial goals. The company's commitment to building long-term relationships with clients means that customers can rely on FLM for ongoing support and guidance throughout their financial journey.

Good to know

Customers should be aware that FLM takes a holistic approach to financial planning, taking into account not just their clients' financial goals, but also their personal values and priorities. This means that clients can expect to have a truly personalized experience that is tailored to their unique needs.

Reviews

Customers have praised FLM for their knowledgeable and friendly staff, as well as their ability to provide customized solutions that meet each client's individual needs. Many clients appreciate the company's commitment to building long-term relationships, and feel that they can trust FLM to provide sound financial advice and guidance for years to come.

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and insurance planning. Our services are customized to meet the unique needs of each client.

How do you customize financial plans to fit individual clients?

We begin by understanding the financial goals and objectives of our clients. We then analyze their current financial situation and develop a plan that is tailored to their needs. We work closely with our clients throughout the process to ensure that their plan is on track to meet their goals.

What are your fees and how are they structured?

Our fees vary depending on the complexity of the financial plan and services required. We provide a clear breakdown of our fees upfront and do not charge any hidden fees. Our fees are structured as either a percentage of assets under management or a fixed fee.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and have a wide range of professional designations including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We also have a rigorous training program to ensure our advisers are up-to-date on the latest financial planning strategies and techniques.