Senior Partner Practice of St. James's Place Wealth Management
Prior to joining the financial services industry, David spent 12 years working as a Trust and Tax specialist with a major accountancy firm and continues to advise clients on Inheritance Tax Planning as well as advising on all other aspects of financial planning.
David is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on personal development, This, along with the pride and dedication that he places on developing solid personal relationships with clients, ensures he is able to offer a rounded, professional and principled service.’
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.