FLM - London

FLM: A Leading Financial Planning Firm in London

For individuals and families seeking comprehensive and personalized financial planning services, FLM stands as a trusted and highly regarded firm. Located in the heart of London’s financial district at 3rd Floor, FLM, 30 Lombard St, London EC3V 9BQ, United Kingdom, FLM offers expert guidance to help clients achieve their long-term financial goals. Their commitment to client success is evident through a dedicated team and a focus on building strong, lasting relationships.

Contact Information

• Address: 3rd Floor, FLM, 30 Lombard St, London EC3V 9BQ, United Kingdom
• Phone: 2077103402
• Website: flmltd.com

FLM specializes in providing a wide range of financial services tailored to meet the unique needs of each client. They assist with everything from retirement planning and investment management to estate planning and tax optimization. The firm’s approach is deeply rooted in a thorough understanding of their clients’ circumstances, risk tolerance, and aspirations. This personalized attention is a key differentiator, fostering a collaborative environment where clients feel comfortable and confident in their financial decisions.

Key Features and Services

• Comprehensive Financial Planning: FLM develops bespoke plans addressing diverse financial situations, ensuring alignment with individual objectives.
• Investment Management: Experienced professionals manage portfolios with a focus on long-term growth and risk mitigation.
• Retirement Planning: Strategic advice to help clients prepare for a secure and comfortable retirement.
• Estate Planning: Guidance on minimizing tax liabilities and ensuring a smooth transfer of assets.
• Tax Optimization: Proactive strategies to reduce tax burdens and maximize wealth.

FLM distinguishes itself through a client-centric philosophy. Many clients have praised the approachable nature of their advisors, specifically mentioning the dedication and responsiveness of individuals like Zarina. Her ability to quickly address questions and offer insightful solutions, coupled with a deep understanding of global financial scenarios, has been consistently noted as a significant contributing factor to client confidence. The firm’s expertise extends beyond simple calculations; it’s about building trust and empowering clients to take control of their financial futures. A toilet is available for client convenience.

Client Feedback and Reputation

The company consistently receives positive feedback from its clients, boasting an impressive average opinion of 5/5 on Google My Business. This high rating reflects the quality of service and the dedication of the team. While specific details of individual reviews are unavailable, the recurring themes highlight several key strengths: the advisors’ knowledge, their proactive communication, and their commitment to client well-being.

It’s recommended to schedule an appointment to discuss your financial needs with a FLM advisor. This allows for a dedicated session to assess your current situation, understand your goals, and develop a tailored plan. The firm’s team is readily available to provide initial consultations and answer any questions you may have.

Additional Points of Interest

FLM prioritizes client comfort and convenience. In addition to the readily available toilet, the office environment is designed to be professional and welcoming. The firm is committed to providing a seamless and stress-free experience for all clients. Further information regarding specific services and fee structures can be found on the website: flmltd.com. The firm’s commitment to providing clear and transparent information ensures clients are fully informed throughout the entire planning process.

FLM’s approach to financial planning is characterized by ongoing support and adaptation. Financial markets and personal circumstances can change over time, and the firm’s advisors are dedicated to regularly reviewing and adjusting plans to reflect these shifts. This proactive approach ensures that clients remain on track to achieve their financial goals, no matter what the future holds. The firm operates with a strong emphasis on ethical conduct and professional standards, safeguarding client interests and maintaining the highest level of integrity. Clients consistently appreciate the firm’s dedication to building long-term relationships based on trust and mutual respect.

👍 Reviews of FLM

Katie N.

5/5

My advisor, Zarina, has had such a positive impact! She is approachable and always answers my questions quickly. She is extremely knowledgeable of different financial scenarios (including global) and has given me confidence in my financial planning. Can't recommend Zarina highly enough!

kirat N.

5/5

I have work with Sam Candy for many years and trust his guidance and judgment implicitly. On many occasions I have suddenly felt anxious about finance related decisions and Sam always puts my mind at rest and guides me through them explaining data in a way that I feel very comfortable with. I have recommended Sam to a number of colleagues and friends who are equally happy.

Sally T.

5/5

Sam Candy has helped to guide me through a number of different financial scenarios. From investment decisions to pension consolidation, nothing has been a chore and everything has been explained clearly to me. It’s made decision making so easy and I really appreciate the time he has taken to make sure In understand the whole process. Thank you!

Nick W.

5/5

Sam Candy - What a revelation! Sam has brought an open and honest clarity to my finances. I've enjoyed discussing my financial situation and options in a friendly and helpful context. Sam has understood my needs, and I feel very confident of his commitment to my ongoing financial growth.

Joceline C.

5/5

I work with FLM with Sam Candy as my financial advisor.
From having my savings in an ISA with little growth Sam has helped me with the process of opening an ISA with the investments best suited to me.
All my investments have performed well and Sam's also given me invaluable advise on pensions.

Sally D.

5/5

Our advisor Sebastien Le Barth has had an extremely positive impact on our finances. His advice has enabled us to enjoy a very comfortable early retirement and confidence that our long term finances are secure. He is very approachable and never fails to respond to any questions in good time and in plain language.

Marcus L.

5/5

Seb and the team at FLM offer a collaborative and effective space to feel confident that together we are developing a financial plan that is right for me - including pension management, understanding my tax position, or identifying investment opportunities which align with my risk profile.

Gavin W.

5/5

So far so good. My financial advisor David Blows and his team have been great in helping me with my investments. So much so that I recommended a close friend who has also invested and I also moved my personal pensions to SJP as well.