Investment Planning

Helping you secure financial peace of mind
with investment planning

Investing your money to
securecreatebuilddeveloppreserve

for tomorrow

Handpicked financial plans to help you reach your life goals

If you're like most people, you probably have a financial goal you're hoping to achieve, but might not know where to start. That’s where we come in.

Our investment planning is designed to help make your money work for you, to help secure your future, or support a loved one. Our advisers will create a personalised investment strategy tailored to your unique circumstances. We offer a curated selection of investment solutions and ongoing services to support you every step of the way, whatever your financial goals may be.

Getting advice.

See how we can help you
on your financial journey

ISA planning

Tax-friendly ISAs to aim for optimal investment returns.

Junior isa

Expert guidance for secure Junior ISAs.

Stocks and shares isa

Personalised guidance for Stocks and Shares ISAs.

Investment bonds

Strategic investments secure your financial future.

Unit trusts

Unit trusts offer diversified capital growth solutions.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.

What we offer

Clear and simple investment planning

At Lester Brunt, we set ourselves apart from other wealth management firms by taking a more personal, holistic approach with our clients. We take the time to get to know you and your individual circumstances, providing information that is detailed yet easy to understand, so you have a clear view of your options. Our goal is to create a fairer and more transparent environment in the area of money and finances.

 

For more details about services that we offer reach out to us on 01202 695801, or click the button below.

Handpicked financial plans to help you reach your life goals

 

In an age where the online world is at our fingertips, why shouldn’t your wealth management be there as well? Our Online Services allow you to access all your wealth investments in one smart place. Whether you’re already registered, or just about to, here are some great features that can help you get the most from your online account.

Online registration:

Registering for Online Services with an activation code allows instant access. If you haven’t got a code, please contact your adviser. Registering online ensures all information is password protected.

Set your preferences:

Set your communication preferences to receive your digital reports and electronic correspondence.

Self-service:

Make online debit card payment for ISA and any JISA top ups with a debit card

linked to your account, on demand and at a time that suits you. Make payments to Unit Trusts, Retirement Accounts and new ISAs. (Speak to your adviser in order to get this process started) View the value of your investments in a range of currencies and see a breakdown of

this valuation. Instant notifications when a new document is available to view.

For every client opting for paperless correspondence, St. James’s Place will donate £5,to the St. James’s Place Charitable Foundation.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.

Investing in their future:

Less well-known is that children can also have a pension fund as soon as they are born – and setting one up can bring significant tax advantages. Even if your child is a non-taxpayer, they will still get basic-rate tax relief on contributions. That means a maximum of £2,880 a year is automatically grossed up to take account of tax at 25%, giving an annual investment of £3,600

Contact

Want to find out more?

Get in touch today to see how one of our advisers could help you.

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Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy

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