I have enjoyed a successful career in financial services spanning over 30 years. The last 9 have been the most rewarding to date working as a key part of the Flavell Wealth Management team. Now that Flavell has joined forces with Sovereign I am excited to begin the next chapter, with Sovereign Wealth, who share the same ethos of placing clients at the heart of everything they do.
My main areas of expertise are centred 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, I am also qualified to advise on the increasingly complex area of later life planning.
I pride myself on building long term trusted relationships with all my clients and my commitment and desire to always “do the right thing” is unwavering. I look forward to continuing to work with all my clients, providing the high level of service and great quality advice that they deserve.
Caroline WilliamsWealth Management Consultant
Caroline is supported by Lynne Pierce, Client Relationship Manager
Lynne is our Client Relationship Manager, and we will be continuing to work together as a team, as we have since 2013.
As a highly motivated financial services professional, I am delighted to be continuing to work with Lynne. She has a wealth of knowledge and experience, having actively managed a portfolio of high net worth personal and commercial clients comprising CEOs and Senior Executives over many years.
She continues to offer an exceptional client relationship service and her skills complement mine and enhance our offering to our business owners and private clients. As well as organising our client events, Lynne also works closely with our professional connections, ensuring that, when needed, our clients have access to quality contacts in the legal, banking and accountancy worlds who share our values and beliefs.
Together we will continue to build relationships founded on trust, excellent service, and outstanding wealth management advice.
We look after Private Clients and Business Owners 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, whilst at the same time protecting their assets and mitigating their tax liabilities.