Senior Partner Practice of St. James's Place Wealth Management
I am a committed, dynamic and versatile Financial Adviser and Chartered Banking Professional with over 4 years of progressive experience in financial services.
I specialise in giving advice on all Defined Benefit & Defined Contribution Pension Schemes (both corporate and personal) Investments, Trusts, IHT & Retirement Planning, Capital Gains Tax Planning, Life Protection (both corporate and personal) Private Medical Insurance, Flagstone Cash Management Services and Mortgages.
I possess instinctive communication skills, generating motivation and enthusiasm to succeed, bringing a creative and innovative perspective to business challenges and aim to deliver clients lasting results.
I would consider myself to be a strategic-thinker, highly focused on the bigger picture, an expert in the development and introduction of strategies to assist portfolio growth and profitability with all levels of net worth clientele.
The Partner Practice 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) 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/products. 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, ME8 6HD, United Kingdom.