New Office
Wealth Management Newcomer Sets Sights On North Wales In Expansion
Budding UK firm Flavell Wealth Management is spreading from its base in the Northwest of England as it expands into North Wales.
Budding UK firm Flavell Wealth Management is spreading from its base in the Northwest of England as it expands into North Wales.
In doing so it has brought in two new recruits, both formerly of HSBC. Caroline Williams joins as wealth manager whilst Lynne Pierce becomes client relationship manager.
An expansion into the region had been in Wales-based founder Paul Flavell’s business plan for some time and he felt able to do so now with the local expertise of his two new employees, he said in a statement.
In these new roles, Williams will provide clients with holistic wealth management advice and Pierce will be responsible for customer service for the firm’s clients.
At HSBC, Williams served as a commercial independent financial advisor, managing portfolios for high net worth clients. Pierce was senior commercial premier manager, providing portfolio management for personal clients.
Flavell Wealth Management was set up in 2012 by the eponymous Flavell, another ex-commercial independent financial advisor at HSBC. It is a practice partner of St James’s Place Wealth Management.
