At Flavell Wealth Management Ltd, we are committed to building long term relationships with all of our clients founded on trust, excellent service and outstanding wealth management advice.
We look after Private Clients, Business Owners, Trustees and Charities and pride ourselves on basing our advice on strong ethical and moral values, combined with a desire to genuinely look after people and help them understand complex financial planning matters in a simple and straightforward manner.
Our objective is to help all our clients plan holistically, considering every aspect of their financial planning needs including ensuring that they, their families, and businesses are protected, offering them the potential for superior returns on their investments and pensions, as well as considering asset protection and tax mitigation.
Please click below to obtain further information on some of the services we provide;
*May include products and services that are separate and distinct to those offered by St. James's Place.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.