Our mission is to always put our client’s goals at the centre of everything we do. We listen to our clients, deliver a comprehensive financial strategy and then ensure that plan remains relevant and up to date over time. We know that financial success is best achieved through precise and sustained focus, which is why our teams work very closely to create the best possible outcome. There are three approaches in which we can provide financial focus. Financial Focus For You, Financial Focus For Your Talent & Financial Focus For Your Business. 

For career opportunities have a look at our careers page on our website for live job updates.

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 is a trading name of Financial Lifestyle Management Ltd, which is registered in England & Wales No. 04426632. Registered Office: 37 Warren Street, London, England, W1T 6AD


Business Development

Investment Management

Venture Capital

FLM's headquarters in London, United Kingdom

This department assists clients with inquiries, guidance, and solutions to enhance their experience.

Client Support Services

The Financial Planning Team at FLM is dedicated to creating tailored financial strategies for clients, ensuring their goals are at the center of every plan. Comprised of Financial Planners, Senior Financial Planners, and Chartered Financial Planners, the team collaborates to deliver comprehensive and up-to-date financial advice. This includes individualized financial focus for personal clients, their talent, and businesses, ensuring precise and sustained financial success.

Financial Planning Team

This department provides expert guidance and planning in financial management and investment strategies.

Financial Services

The Client Services team at FLM is dedicated to supporting our clients by providing personalized financial solutions and exceptional service. Comprising roles such as Bespoke Client Servicing Assistants, Private Client Executives, Customer Service Assistants, Protection Advisers, and Adviser Support, the team ensures that client needs are met promptly and efficiently. They focus on delivering tailored financial strategies, maintaining up-to-date plans, and offering continuous support to help clients achieve their financial goals.

Client Services

The Finance and Tax Team at FLM ensures that clients' financial strategies are optimized for compliance and efficiency. They provide expert guidance on tax planning, financial reporting, and regulatory adherence, working to minimize liabilities and maximize financial outcomes. The team collaborates closely to maintain the relevance and accuracy of financial plans over time, aligning them with clients' evolving goals.

Finance and Tax Team

The People Operations team at FLM is responsible for managing and optimizing the employee lifecycle, from recruitment and onboarding to performance management and employee relations. They ensure a positive and productive work environment, aligning human resources strategies with the company's financial goals and client-centric mission. The team includes the People Director, People Manager, Team PA, and Team Assistant, who collectively support the workforce, fostering talent development and organizational growth.

People (2)

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Other teams

Financial Planning Team

Financial Services

Client Services

Finance and Tax Team

People Operations