Liverpool’s Flavell Wealth Management has revealed plans to expand operations into North Wales.

Headquartered in the Martins Building on Water Street, the firm intends to open a second site at Trearrdur Bay in Anglesey.

The wealth management group is a partner practice of St James’ Place Wealth Management and was founded two years ago by managing director Paul Flavell, who previously worked for HSBC for over 20 years.

Two new recruits have also jumped on board as part of the company’s expansion plans: Lynne Pierce has joined as client relationship manager and Caroline Williams has joined as wealth manager, both former employees of HSBC.

Paul Flavell said:

“My business plan always included expansion into North Wales and I am delighted that I am able to achieve this ambition with the appointment of Caroline and Lynne, who both know the region extremely well.”

Lynne Pierce added:

“For the last ten years, I have actively managed a portfolio of high net worth personal and commercial clients including managing directors, financial directors and company shareholders and I am excited at the prospect of providing Flavell’s clients with a totally bespoke wealth management service.”

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Words: Peter Cribley