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Strategies for Financial Success

No matter your age or life stage, everyone has financial goals. Wealth management is a financial advice service designed to help you achieve those goals. Whether you are saving for your first house or settling into retirement, wealth management encompasses investments, tax optimisation and estate management, crucial to helping you achieve success, however that may look for you.

Setting goals

Goal setting underpins any financial planning, as it will determine your strategy. A qualified adviser will work with you to help refine your goals and our talented support team in Wimborne will be here to support you at every step.

Attitude to Risk

Addressing the level of risk you are comfortable with will have a huge influence on your personal wealth management plan.

Investment Planning

Diversification is key to reducing risk, but to achieve your financial potential, you will need to carefully consider where you plan to invest your assets.

Tax Planning

Tax Planning is a pivotal stage of wealth management as it can help minimise tax liabilities and overall returns. Appropriately reducing tax could make the difference between reaching your financial goals or falling short.

Retirement Planning

Retirement planning is an aspect of wealth management that becomes ever more important as the average length of retirement increases. No matter your age, if you need help putting together a retirement strategy our talented team of experts can help you plan for a financially independent future.

Monitoring and Adjusting

It is important to monitor your strategy performance and review your goals once you have a plan in place, this allows for any adjustments to be made and assesses how hard your money is working for you and your aspirations. At Lester Brunt, we will schedule regular meetings with you to discuss how your strategy and portfolio is performing against your goals.

Work with experts

Our financial advisers have a wealth of knowledge and experience in creating bespoke wealth management plans set to help achieve certain goals. Contact us to see how a tailored wealth management strategy can help you. Call us on 01202 695801 or complete our contact form and request a callback.

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 levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Written By Robert Brunt

Chartered Financial Adviser

Lester Brunt Wealth Management

Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd

SJP Approved 29/11/2023