FLM - London

FLM: A Leading Financial Planning Specialist

FLM is a distinguished financial planning firm located in the heart of London. Situated at 3rd Floor, FLM, 30 Lombard St, London EC3V 9BQ, United Kingdom, the company offers comprehensive and personalized financial guidance to individuals and families. With a dedicated team of experienced professionals, FLM specializes in helping clients achieve their long-term financial goals. They pride themselves on building strong, trusting relationships with each client, ensuring a truly tailored approach to their unique circumstances.

Contact Information

For inquiries or to schedule an appointment, you can reach FLM at 2077103402. Their website, flmltd.com, provides valuable resources and further information about their services and team.

Services and Expertise

FLM’s core service is, as its name suggests, financial planning. However, their expertise extends beyond simple budgeting and investment advice. They offer a holistic approach, encompassing:

• Retirement Planning: Helping clients plan for a comfortable and secure retirement, considering factors such as income, savings, and potential investment returns.
• Investment Management: Providing strategic investment advice, tailored to individual risk tolerance and financial objectives.
• Tax Planning: Identifying opportunities to minimize tax liabilities through strategic financial planning.
• Estate Planning: Assisting clients in organizing their affairs to ensure a smooth and efficient transfer of assets to their heirs.
• Wealth Management: Creating and managing a comprehensive wealth strategy to help clients preserve and grow their assets over time.

The firm’s commitment to staying abreast of evolving financial regulations and market trends ensures clients receive the most up-to-date and relevant advice. They understand that financial planning is not a one-size-fits-all solution and, therefore, devote significant time to understanding each client’s specific needs and aspirations.

Client Experience and Testimonials

FLM has garnered a strong reputation for providing exceptional client service, evidenced by the numerous positive reviews on Google My Business. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. Clients consistently praise the team’s accessibility, knowledge, and commitment to their well-being. One client described their advisor, Zarina, as ‘approachable and always answers my questions quickly,’ highlighting the personalized attention clients receive. Another emphasized the advisor’s ‘extremely knowledgeable’ understanding of various financial scenarios, including those on a global scale, fostering a sense of confidence in the client’s financial strategy. The firm’s responsiveness and proactive communication are frequently cited as key strengths. It’s clear that a significant portion of the firm’s success is rooted in the dedication and expertise of its staff, particularly individuals like Zarina, who demonstrate a genuine desire to help clients achieve their financial goals. The provision of a toilet facility within the office further demonstrates a dedication to client comfort and convenience.

Location and Facilities

FLM’s London location at 30 Lombard St places them within a thriving business district, offering convenient access for clients. The 3rd Floor workspace is a modern and professional environment, reflecting the firm’s commitment to quality and service. Clients can expect a welcoming and comfortable atmosphere during their consultations.

Additional Points of Interest

Beyond the core services, FLM understands the importance of creating a positive and efficient client experience. Appointments are strongly recommended to allow for thorough discussion and planning. The firm’s commitment to client education extends beyond individual consultations; they frequently provide resources and materials to help clients better understand their financial situation and the options available to them. The firm’s dedication to client success is truly commendable, and it’s evident in the strong relationships they build and the positive outcomes they achieve. Their ability to navigate complex financial landscapes – including those with a global scope – is a testament to their expertise and the thoroughness of their approach.

👍 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.