Senior Partner Practice of
St. James's Place Wealth Management
 

Paul Flavell, Managing Director

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.



Lynne Pierce, Client Relationship Manager

Lynne is our Client Relationship Manager and as a highly motivated financial services professional, we are delighted to have Lynne as part of our team.

She has a wealth of knowledge and experience, having actively managed a portfolio of high net worth personal and commercial clients comprising of CEOs and Senior Executives for many years.

In her role within the business, she continues to offer an exceptional client relationship service and her skills complement those of Paul and enhance our offering to our business owner and private clients.

As well as being responsible for organising our client events, Lynne also works closely with the company's professional connections ensuring that, when needed, our clients have access to other professionals in the legal, banking and accountancy worlds who share our values and beliefs.



Caroline Williams, Wealth Manager

Caroline is a highly qualified and well respected Wealth Manager who, after enjoing a very successful career in financial services spanning over 36 years, joined the company. She was attracted by both the strong ethos of Flavell Wealth Management Ltd, together with the prestigious standing of St. James’s Place within the wealth management arena.

Caroline's key areas of expertise are centered on advising high net worth private clients in the areas of wealth management, planning for retirement, protecting themselves and their families and estate planning. In addition to this, Caroline is also qualified to advise on the increasingly complex area of later life planning.

She prides herself on building long term trusted relationships with all of her clients and her commitment and desire to always "do the right thing" is why she is such a vital part of our team.