Talking to clients is the most rewarding aspect of the job.
After starting my career in investment banking, I came to realise that I was lacking the face to face interaction with clients that I now love. This led me to join Lester Brunt Wealth Management in 2017, where I completed my adviser qualifications. I am currently based in the South West of London and see clients across the south.
I find it extremely rewarding that I am able to help clients achieve financial freedom.
I joined Lester Brunt Wealth Management in 2015 and became a Chartered Financial Planner shortly after. I am currently based between London and Surrey, and provide a holistic service to clients. I really enjoy working with professionals and their families, using cash-flow and goal setting tools to inform clients, help them to achieve financial peace of mind.
My principal focus is providing financial advice to help clients’ wealth grow.
After finishing a degree in Mathematics, I began working within Financial Services in 2013, 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. As a client, this means you can be confident that you are dealing with one of the UK’s leading advisers, who is wholly committed to providing you with the best possible advice, service and support.
I describe my job as the satnav that helps clients get from point A to Z on their journey.
I love my job. I qualified as an adviser five years ago and joined Lester Brunt Wealth Management as a Chartered Financial Adviser last year, after almost a decade as a director in telecommunications. I really feel I have found my life’s passion in providing financial advice which positively contributes to the lifestyle of my clients.
The best part of the job is being able to help clients to achieve their goals.
I have over 20 years of experience helping families to plan for their financial futures and achieve their goals. I am enthusiastic about developing trust with my clients and aim to create long-lasting and trusted relationships by providing bespoke financial recommendations, intending to bridge the 'advice gap' by making financial advice accessible to everyone. I make my client meetings friendly, jargon-free and relaxed, so clients can learn to better understand their finances at their own pace.
Providing long-term value and building lasting relationships is what gives me the motivation to keep pushing myself to become the best.
My first job in the finance industry was in a bank, and I worked there for four years before making the decision to take on a bigger challenge and begin my adviser training. I have recently joined the Lester Brunt team and am looking forward to starting my training to qualify as a financial adviser, through the St. James’s Place Adviser Academy.
The ultimate goal is to form strong relationships built on respect and trust.
I initially trained with the Lester Brunt Technical Department in early 2018, before becoming a fully qualified Financial Adviser in March 2020 and receiving additional qualifications in Mortgages, Long Term Care and Equity Release. In March 2023 I achieved my 'big plan' of being a Chartered Financial adviser, a goal I set myself 3 years ago. I am a holistic adviser, offering support across all areas of financial planning, but specifically enjoy helping clients with Inheritance Tax and pension and retirement planning. I am based in Guildford and Surrey but am regularly in the Southwest for work and to visit family.
I get to help people and make a positive difference for my clients.
I qualified as an adviser in April 2017, after being a mortgage adviser for five years. I love working within the finance industry because I enjoy helping people and I am proud that I am able to make a positive difference to the lives of my clients. Educating clients on their finances in a beneficial way can really transform lives and telling someone that they could potentially retire now when they didn't think they could is one of the best pieces of news to share.
I like being an adviser because of the difference I make to people
I spent over 10 years working as a telecoms manager in London before I made the realisation that I wasn’t doing what I loved. I made a career move into the financial industry to follow my passion, and in 2015 I first started as a Senior Personal Banker in NatWest closer to home and family back in Salisbury. I became an adviser in 2018, after taking my Financial Planning Diploma, and joined the Lester Brunt team in 2019.
Jennie Rose (nèe Bailey)
I am genuinely enthusiastic about engaging with clients and connecting with people.
I got my start in the financial services industry 25 years ago, when I joined Abbey National as a cashier. I worked my way up through all of the service areas, before becoming a financial adviser with them in 2001 and bank manager in 2013. I joined Lester Brunt in 2017, gaining experience as a paraplanner before re-learning the ropes as a financial adviser 18 months later. I really enjoy talking to clients, hearing their stories and future plans and then developing a relationship over the long term, which makes a genuine difference to the day-to-day living of clients.
I absolutely love my job. I'm so passionate about helping people, I have found what I was made to do in life.
I absolutely love my job. I joined Lester Brunt in 2018, after 13 years as a Financial Planning Manager in a bank, (and a brief stint as an air hostess) and I couldn’t be happier! I love how I get to meet lots of different people and help them allay their fears and worries about finance.
Not everyone needs a drummer...but everyone should have a conversation with a financial adviser.
I am extremely proud to be an appointed Financial Adviser, graduate of the St. James’s Place Financial Adviser Academy and the Lester Brunt Wealth Management training program. My journey into the financial industry started as a passion project in August 2019, which turned into a full-time commitment due to the world events of 2020. After joining Lester Brunt Wealth Management in September 2020, I set myself a target to sit all six industry-standard exams by February 2022, which is a target that I hit.
Nothing gives me more satisfaction than helping clients remove worry,
and guiding them on the way to achieving their goals.
I'm living the dream. I am a financial adviser who came to use Lester Brunt financial advice some 15 years ago. I got so inspired and interested in the role, I decided to become one myself. After my very first meeting with Martin, my adviser, I wished I had seen one 10 years earlier! I discovered I had a real love for the subject and so began my journey into the financial sector and my pledge to pass on financial advice to those that need it.