Insights

Financial Advisory Focus Highlight FLM’s emphasis on transparent, bespoke financial planning and face-to-face advisory services to position cross-sell opportunities with associated wealth management products and ongoing planning support.

Regulated Scope FLM operates as a trading name of Financial Lifestyle Management Ltd and is an Appointed Representative of St. James’s Place Wealth Management, regulated by the FCA, which suggests sales motions around partnered wealth solutions and compliance-led practices.

Growth Readiness With 201-500 employees and a 25-year track record of in-person guidance, FLM presents a stable platform for expanding service offerings, upgraded digital tools, and higher-touch client engagement initiatives.

Tech Stack Leverage Current technology stack including Salesforce, Xero, Microsoft 365, and marketing tools indicates opportunities to upsell integrated financial operations, CRM-driven client journeys, and scalable advisory workflows.

Market Position As a regulated, advisory-focused firm in financial services, FLM is well-positioned to partner on wealth management product onboarding, cross-sell potential within SJP product lines, and referrals for prospects seeking clear, jargon-free financial guidance.

Similar companies to FLM

FLM Tech Stack

FLM uses 8 technology products and services including Xero, Hotjar, CookieYes, and more. Explore FLM's tech stack below.

Media & News

FLM's Email Address Formats

FLM uses at least 4 email formats:
FLM Email FormatsExamplePercentage
First.Last@flmltd.comJohn.Doe@flmltd.com
91%
Last@flmltd.comDoe@flmltd.com
5%
FLast@flmltd.comJDoe@flmltd.com
2%
First.Middle@flmltd.comJohn.Michael@flmltd.com
2%

Frequently Asked Questions

What is FLM's stock symbol?

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FLM is a publicly traded company; the company's stock symbol is FLME.

What is FLM's official website and social media links?

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FLM's official website is flmltd.com and has social profiles on LinkedIn.

How much revenue does FLM generate?

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As of August 2026, FLM's annual revenue is estimated to be $10M - $25M.

What is FLM's NAICS code?

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FLM's NAICS code is 52 - Finance and Insurance.

How many employees does FLM have currently?

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As of August 2026, FLM has approximately 276 employees across 5 continents, including Europe, Africa and North America. Key team members include Chief Executive Officer: A. S., Chief Technology Officer: L. I. and Head Of Operations: J. W. Explore FLM's employee directory with LeadIQ.

What industry does FLM belong to?

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FLM operates in the Financial Services industry.

What technology does FLM use?

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FLM's tech stack includes Xero, Hotjar, CookieYes, Salesforce, Mailgun, Microsoft 365, Sage and WP Engine.

What is FLM's email format?

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FLM's email format typically follows the pattern of First.Last@flmltd.com. Find more FLM email formats with LeadIQ.

When was FLM founded?

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FLM was founded in 1999.
FLM logo

FLM

Financial ServicesEngland, United Kingdom201-500 Employees

FLM is a financial services firm based in London, England. It provides face-to-face financial planning and advice intended to be easily understood, helping clients make informed decisions. For 25 years, its advisers have listened to clients, crafted bespoke financial plans, and met regularly to monitor progress.

FLM operates as an Appointed Representative of St. James’s Place Wealth Management plc, authorized and regulated by the Financial Conduct Authority, advising solely on the Group’s wealth management products. Financial Lifestyle Management Ltd is the legal entity behind FLM and is registered in England and Wales; the term 'Partner Practice' is the marketing designation used for its St. James’s Place representation.

Section iconCompany Overview

Website
flmltd.com
Stock Symbol
FLME
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
201-500

Section iconFunding & Financials

  • $10M - $25M

    FLM's revenue is estimated to be in the range of $10M - $25M

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