Lynne Pierce

Experience

• 

  HSBC

  Jan 2009 - Dec 2013

  Senior Commercial Premier Manager

  My role as a Senior Commercial Premier Manager gives me the opportunity to specialise in the delivery of high quality client portfolio management to personal clients banked by HSBC with a Commercial relationship. Managing a portfolio of high net worth clients allows me to put the clients at the centre of everything I believe in as a highly motivated graduate financial services professional. The role enables me to establish long-term relationships with clients and key business introducers to generate sustained revenue growth and new client acquisitions.My expertise also involves the use of a disciplined and defined approach to wealth management and in doing so allows me to gain an insight into each of my clients personal financial goals.The purpose of gaining this 'insight' enables me to successfully assist in fulfilling my clients future ambitions.Something which I gain great satisfaction from. A top performer nationally who is currently seeking new opportunities Show less

• 

  FLAVELL WEALTH MANAGEMENT LTD

  Jan 2014 - now

  Specialising in the delivery of high quality face to face client portfolio management. My role as a Relationship Manager allows me to build and protect enduring relationships with clients and key business introducers based on trust and respect. I work with my clients to establish their financial requirements based on individual circumstances and future objectives. Once established clients are introduced to Paul Flavell, founder and Managing Director of Flavell Wealth Management. Paul is an experienced St James's Partner and financial adviser who has more than 21 years in the financial services industry. Offering this bespoke client focused Wealth Management service through Paul enables us to broaden , deepen and maintain the valued relationships with all our clients.Putting our clients firmly at the centre of everything we do is core to our culture. We aim to deliver on our commitment to our clients in the following ways:#Providing face to face financial advice#Giving each client the opportunity to review their affairs regularly.#Help our clients manage their investments effectivelyFlavell Wealth Management Ltd is a Partner Practice of the award winning St James Wealth Management. The group takes great pride in offering a wide range of high quality wealth management services to businesses, trustees and individuals.Founded in 1991, St James's Place is now a FTSE 250 company with over £44 Billion of client funds under management. Their distinctive approach to investment management has enabled them to become one of the leading UK wealth management organisations.St James's Place Wealth Management Group guarantee the suitability of the advice given by members of the St James Place Partnership when recommending any of the wealth management products and services available from companies in the group.For further information or to arrange a meeting please visit our website flavellwm.co.ukor email me on Lynne.Pierce@sjpp.co.uk Show less

  • Client Relationship Manager

    Oct 2023 - now

  • Client Relationship Manager

    Jan 2014 - Oct 2023
• 

  Sovereign Wealth Ltd

  Oct 2023 - Oct 2023

  Client Relationship Manager