Senior Partner Practice of St. James's Place Wealth Management
After finishing a degree in Mathematics I began working within Financial Services in 2013 and by joining the family business whilst it was still in its infancy.
I have since gone on to become a Chartered Financial Planner whereby I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.
I divide my time between servicing clients’ needs and providing educational talks to the public and professionals on financial planning. I have an in depth knowledge of corporate pension funds as well as the armed forces to whom I regularly provide these talks. My principal focus is providing intergenerational financial advice to help clients’ wealth grow unfettered by unnecessary taxation or other burdens as well as specialist knowledge in pensions.
Away from work I like to remain active and enjoy both motor and water sports as well as playing football and golf whenever my schedule allows.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
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.