Paul Flavell

Paul Flavell Email and Phone Number

Senior Partner @ Sovereign Wealth Ltd
Leeds, GB
Paul Flavell's Location
Leeds, England, United Kingdom, United Kingdom
Paul Flavell's Contact Details

Paul Flavell work email

Paul Flavell personal email

n/a
About 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.Sovereign Wealth Ltd 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). ‘The St. James’s Place Partnership’ and the title Partner Practice is the marketing term used to describe St. James’s Place representatives.SJP Approved 30/10/2023

Paul Flavell's Current Company Details
Sovereign Wealth Ltd

Sovereign Wealth Ltd

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Senior Partner
Leeds, GB
Paul Flavell Work Experience Details
  • Sovereign Wealth Ltd
    Senior Partner
    Sovereign Wealth Ltd
    Leeds, Gb
  • Sovereign Wealth Ltd
    Senior Partner
    Sovereign Wealth Ltd Oct 2023 - Present
    North West Of England And North Wales
  • St. James'S Place
    Managing Director Of Flavell Wealth Management
    St. James'S Place Aug 2012 - Oct 2023
    I work with entrepreneurs and business owners, helping them plan strategically for the future, often assisting them with aspects of their exit strategies, and I also work with High Net Worth Private Clients, Trustees and Charities.I continue to specialise in advising our clients on their holistic wealth and financial planning needs, including helping them manage their investments and pension planning, family protection, and estate planning more effectively.
  • Hsbc
    Commercial Independent Financial Adviser
    Hsbc Mar 2004 - Jul 2012
    I worked as an independent financial adviser, advising the banks commercial clients in the Liverpool area on all aspects of financial planning.
  • Hsbc
    Commercial Sales Manager
    Hsbc Mar 2002 - Mar 2004
    I lead a team of 12 financial advisers in the North West, helping them provide the appropriate advice to their clients, and ensuring that they themselves, achieved their personal goals.

Paul Flavell Skills

Wealth Management Retirement Planning Inheritance Tax Planning Income Protection Wealth Investment Advisory Pensions Wealth Management Services High Net Worth Individuals Strategic Financial Planning Retirement Investments Investment Strategies Financial Advisory Estate Planning Critical Illness Holistic Financial Planning Sipp Offshore Investments Equity Release

Paul Flavell Education Details

  • Blessed Edward Jones
    Blessed Edward Jones

Frequently Asked Questions about Paul Flavell

What company does Paul Flavell work for?

Paul Flavell works for Sovereign Wealth Ltd

What is Paul Flavell's role at the current company?

Paul Flavell's current role is Senior Partner.

What is Paul Flavell's email address?

Paul Flavell's email address is pa****@****jpp.com

What schools did Paul Flavell attend?

Paul Flavell attended Blessed Edward Jones.

What skills is Paul Flavell known for?

Paul Flavell has skills like Wealth Management, Retirement Planning, Inheritance Tax Planning, Income Protection, Wealth, Investment Advisory, Pensions, Wealth Management Services, High Net Worth Individuals, Strategic Financial Planning, Retirement, Investments.

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