Paul Flavell
Having worked with some of the most successful individuals and business owners in Britain over the last 30 years, I am delighted to be continuing my career as a Senior Partner within Sovereign Wealth. Having joined forces we will be able to provide even more focus on the things that matter to our clients, ensuring that we continue to offer bespoke solutions that take account of what’s important to them.
It’s an exciting time for us all, and with relationships built over many years and across the generations I will continue to place my clients at the heart of everything I do.
Advising on both business and personal financial matters is complex and requires keen perceptive powers, attention to detail and an in depth understanding of the client and their financial objectives. You can be assured that should you decide to become a new client of ours we will take the time necessary to focus on you, and your needs, so that together we can build a strategic plan that will help you achieve your future financial goals.
Paul Flavell
Senior PartnerCAROLINE WILLIAMS
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 Williams
WEALTH MANAGEMENT CONSULTANTPaul and Caroline are 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.