Flavell Wealth Management, a partner of St James’s Place Wealth Management, is reportedly planning to expand its footprint into North Wales by opening a new office in Trearrdur Bay, Anglesey, reported Insider Media.
As part of the move, the firm has appointed Lynne Pierce and Caroline Williams from HSBC as client relationship manager and wealth manager respectively.
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The wealth management firm was founded in 2012 by managing director Paul Flavell, who worked for 21 years at 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."
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."
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