Free Like Me

The R Word (Retirement)

In the thirteenth episode of the Free Like Me podcast from FLM Wealth Management, Peter Coleridge, Senior Adviser and Harry Vaughan, Chartered Financial Planner, join their host Caitlin Lambert, Senior Adviser. In this episode, they are discussing the R word: Retirement. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.

Understanding share schemes

In the twelfth episode of the Free Like Me podcast from FLM Wealth Management, Jessica Griswood, Tax Adviser, and James Palmer, Tax Adviser, join host Ben Smith, Senior Adviser. In this episode, the trio discuss the share schemes and how listeners can make the most of them. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.

Preparing for the Tax Year End

In the eleventh episode of the Free Like Me podcast from FLM Wealth Management, Nick, Financial Adviser, and Georgie, Financial Adviser, join host Caitlin Lambert, Senior Adviser. In this episode, the trio discuss the tax year end and how listeners can prepare for it. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.

Coming to grips with tax in retirement

In the tenth episode of the Free Like Me podcast from FLM Wealth Management, Rob Griffiths, Head of Tax, and Trishna Hirani, Tax Adviser, join host Ben Smith, Senior Adviser. In this episode, the trio discuss taxes in retirement; what that might look like and how you can plan for it. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.

Back to (Financial) Basics - Taxes

In the ninth episode of the Free Like Me podcast from FLM Wealth Management, Rob Griffiths, Tax Director, and James Palmer, Qualified Tax Adviser and Financial Planner, join host Caitlin Lambert, Senior Adviser. In this episode, the trio discuss the basics of taxes and all of the important things that you may be missing. The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning.

Is financial advice right for me?

In the eighth episode of the Free Like Me podcast from FLM Wealth Management, Charlotte Ohlson, Senior Adviser, and James Wilson, Adviser, join host Ben Smith, Senior Adviser. In this episode, the trio discuss the concerns of people seeking financial advice, such as not knowing if it’s right for them, or if they are right for it.

Back to basics

In the seventh episode of the Free Like Me podcast from FLM Wealth Management, Mimi Corden-Lloyd, Associate Adviser at FLM, and JP, Associate Adviser, join host Ben Smith, Senior Adviser. In this episode, the trio discuss financial planning basics and what everyone needs to know about getting started.

How your lifestyle and costs can quickly creep up

In the sixth episode of the Free Like Me podcast from FLM Wealth Management, Anna Morton, Adviser at FLM, and Will Holden, Associate Adviser, join host Caitlin Lambert, Senior Adviser. In this episode, the three advisers discuss the challenges surrounding lifestyle creep.

Exit plans: A business owner's best friend

In the fifth episode of the Free Like Me podcast from FLM Wealth Management, Kevin Saltmarsh, Senior Adviser, and Martin Brown, CEO of Elephant’s Child,  join host Caitlin Lambert, Senior Adviser. Elephant’s Child is a business growth advisory firm that helps Small to Medium-sized Enterprises (SMEs) grow with value. In this episode, the trio focuses on business owners and why they need to have an exit plan in place.

Why every business owner needs an advisor

In the fourth episode of the Free Like Me podcast from FLM Wealth Management, Gemma Cottis, Adviser, and David Blows, Senior Adviser,  join host Ben Smith, Senior Adviser. This episode focuses on business owners and how working with a financial adviser can benefit them.