Paul is the Founder and Managing Director of Flavell Wealth Management Ltd. For the last twenty four years he has been managing the wealth of some of the most successful individuals and business owners in Britain. Advising on both business and personal financial matters requires keen perspective powers, attention to detail, and in depth understanding of the client and their financial objectves.
With relationships built over many years and across generations, Paul has developed a unique bond with clients and enabled wealth to pass between families tax efficiently. Paul's specific areas of expertise include profit extraction, business sales and complex trust* planning.
At the heart of the service offered by Paul is his belief that placing his clients firmly at the centre of everything he does is key to the company's continued success. He felt that this was becoming far more difficult in a large corporate organisation, so he is proud to have left that world behind some years ago in order to establish his own company in partnership with St. James's Place.
*Trusts are not regulated by the Financial Conduct Authority.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.