Member Article

Cheshire wealth management firm expands into North Wales

Cheshire’s Flavell Wealth Management is expanding into North Wales and adding to its team.

Flavell has recruited Caroline Williams as wealth manager and Lynne Pierce as client relationship manager.

Caroline, from Trearddur Bay, Anglesey, has joined Flavell following a 36-year career with HSBC, while Lynne, 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.

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, Paul 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.

Paul said: “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.”

‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives.

This was posted in Bdaily's Members' News section by Clare Burnett .