Senior Partner Practice of St. James's Place Wealth Management
My career in financial services started in 2005 with Santander as a cashier in the Dorchester Branch, I then became a personal banking adviser specialising in savings.
In 2009 I was offered promotion with Santander as a Financial Planning Adviser and completed my level 4 Diploma in 2012. The bank has given me fantastic knowledge and expertise allowing me to help clients to really aim to achieve their goals for the future. I love meeting new people and really understanding their financial requirements in life.
In 2018 I was offered the opportunity to join Lester Brunt, a local St. James’s Place Senior Partner Practice as an Adviser. I felt after 13 years in banking it was time for a new challenge. I am able to offer holistic financial planning with the ability to refer to the specialists in Lester Brunt and St. James’s Place.
I live with my husband Matthew on Portland, Dorset. We have two children Ethan who is 5 and Zara who is 2. Our children keep us busy and we enjoying holidaying abroad and in the UK, I love to run as much as my busy schedule will allow. I am a keen cook and we also have a Pug called Doug that loves long lazy walks (but not in the rain).
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.