Senior Partner Practice of St. James's Place Wealth Management
My career in financial services started with Santander in 2011 as a Personal Banking Adviser, whilst working for Santander I independently completed my qualifications to become a mortgage adviser (CeMAP), which I passed in 2013.
In the same year I went on to Join Lloyds Bank as a Mortgage Adviser, working over the road from my old Santander branch in Winton!
In 2016 I was headhunted to join Nationwide Building Society in a new venture for where they were dealing with mortgages via a Skype system that allowed me to advise clients all over the country. I also started my Diploma in Financial advice (DipFA) that year to achieve my goal of becoming a financial adviser.
After passing my Diploma in 2017 I was offered the opportunity to join Lester Brunt a local St. James's Place Senior Partner Practice as a trainee Adviser.
Outside of work I am a big football fan, playing Tennis, walking my Dog Lilah (Black lab/Pointer) and I also hold a season ticket at Poole Speedway.
I live with my girlfriend Katie in a property we bought together in 2017.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd. Lester Brunt Wealth Management Ltd is registered in England and Wales, Number 10973718. Registered Office: 7 & 8 Church Street, Wimborne, Dorset, BH21 1JH, England. VAT No. 883 7397 65.