10 episodes

The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning. Brought to you by FLM Wealth Management.

Free Like M‪e‬ FLM Wealth Management

    • Investing

The Free Like Me podcast aims to help people just like you navigate the complex world of financial planning. Brought to you by FLM Wealth Management.

    Coming to grips with tax in retirement

    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.

    • 29 min
    Back to (Financial) Basics - Taxes

    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.

    • 31 min
    Is financial advice right for me?

    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.

    • 35 min
    Back to basics

    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.

    • 38 min
    How your lifestyle and costs can quickly creep up

    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.

    • 22 min
    Exit plans: A business owner's best friend

    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.

    • 26 min

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