Senior Partner Practice of St. James's Place Wealth Management
I have been working at Lester Brunt for the last 18 months in our technical department, I now feel the time is right to re-enter the world of financial planning as an adviser so I can fuel my passion for helping people fulfil their hopes and dreams. Something that has never diminished having spent 21 years in financial services with a leading bank, 12 of which spent practicing as an Adviser in the Dorset area.
I aim to further my studies as I build towards the coveted chartered status over the coming years.
I live locally in Wareham with my partner Max and my young son Matthew (13). Max also has 3 children of his own, Thomas (14) Oliver (13) and Jessica (11) who spend regular time with us as one big family!! (friends call us the Von Trapps).
In my spare time I enjoy socialising with friends eating out and watching football, regularly going to matches with Max at Bournemouth (although I am an Arsenal fan). I also enjoy travelling having spent a number of years when I left school as a travel agent. I love to travel with the family and spending time on the beach as I am a sun worshipper as well as visiting European cities with Max to take in a football match along with the local delicacies when we can.
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.