Paul Flavell work email
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Paul Flavell personal email
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
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Senior PartnerSovereign Wealth LtdLeeds, Gb -
Senior PartnerSovereign Wealth Ltd Oct 2023 - PresentNorth West Of England And North Wales -
Managing Director Of Flavell Wealth ManagementSt. James'S Place Aug 2012 - Oct 2023I 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. -
Commercial Independent Financial AdviserHsbc Mar 2004 - Jul 2012I worked as an independent financial adviser, advising the banks commercial clients in the Liverpool area on all aspects of financial planning. -
Commercial Sales ManagerHsbc Mar 2002 - Mar 2004I 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
Paul Flavell Education Details
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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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