Flavell Wealth Management is expanding in North Wales with the addition of Caroline Williams as Wealth Manager and Lynne Pierce as Client Relationship Manager.
Williams, from Trearddur Bay, Anglesey, has joined Flavell following a 36-year career with HSBC, while Pierce, who lives in Prestatyn, also worked for HSBC for almost 20 years in various client-facing roles.
Flavell was established two years ago by Paul Flavell and is a Partner Practice of St James’s Place Wealth Management.
Flavell, who himself had a 21-year career with HSBC, set up Flavell to provide specialist corporate and personal financial planning to clients. The firm looks after the needs of private clients, business owners, trustees and charities.
Originally from Rhyl and with family still living in the area, Flavell had been keen to take Flavell’s services to clients in North Wales. The new offering to Welsh clients complements the firm’s existing services to clients in the North West of England.
Flavell says: “My business plan always included expansion into North Wales and I am delighted that I am able to achieve this ambition with the appointment of Caroline and Lynne, who both know the region extremely well.
“Caroline will be providing clients with high quality holistic wealth management advice, while Lynne will ensure that all clients and professional contacts will receive customer service second to none.”
Williams says: “I am delighted to have joined forces with Paul and Lynne to roll out Flavell’s comprehensive range of wealth management services to clients across North Wales. I was impressed by Flavell’s commitment to ensuring that clients are at the very heart of everything it does.”
Pierce adds: “For the last ten years, I have actively managed a portfolio of high net worth personal and commercial clients including Managing Directors, Financial Directors and company shareholders and I am excited at the prospect of providing Flavell’s clients with a totally bespoke wealth management service.”
‘Partner Practice' is a marketing term used to describe St. James's Place representatives.