Christopher Arundel
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.
Milly Bell
As a newly qualified adviser for Lester Brunt, I love building and developing relationships with new and existing clients.
I have worked at Lester Brunt since September 2020 starting as a Client Support Specialist, in 2022 I joined the Paraplanning Team. Having now passed my Level 4 Diploma in Regulated Financial Planning and being appointed as a representative of both St. James’s Place and Lester Brunt Wealth Management, I am looking forward to helping both new and existing clients achieve their financial goals.
Stephen Birrell
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.
Joel Brennan
I aim to make the journey to obtaining your mortgage offer as seamless as possible.
Mortgage advice gives me excellent opportunity to meet new people and help them achieve buying their dream home. Every application is different, and it is rewarding to be presented with a complex scenario, and problem solve to achieve the desired outcome. I work with every type of buyer, whether you’re looking to purchase, remortgage, or invest in property, I can help. I aim to make the journey to obtaining your mortgage offer as seamless as possible.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Elizabeth Brooks née Lester
I am passionate about helping clients and their families understand the intricacies of financial planning. I love to build long term trusted relationships, so I really get to see how their plans evolve and flex over time.
I started my career in the financial industry working with my father back in August 2000. Later joined by my two sisters we helped to grow and develop the business. In December 2013, I was privileged to be involved in helping establish the Lester Brunt family. I have worked across many roles in the business during the last 24 years I feel I can add a wealth of experience and knowledge to my clients and their planning needs.
Robert Brunt
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.
Bodie Dove
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 in 2016 and joined Lester Brunt Wealth Management as a Chartered ALIBF Financial Adviser in 2021, 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.
Lawrence Down
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.
Ellis Mallett
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 Planner, 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 retirement planning. I am based in Guildford and Surrey but am regularly in the Southwest for work and to visit family.
Alexander Redman
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.
Catherine Scard
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.
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.
Sam Wade
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.
Toby Winyard
I have a real passion for the subject and derive huge satisfaction from making a very tangible difference in respect of the individuals and businesses I work with.
I started my working life at 18 in London and have worked in a corporate environment for the last 25 years including a period where I ran my own business. What got me into my current role was encouragement from my own financial adviser.
I have a real passion for the subject and derive huge satisfaction from making a very tangible difference in respect of the individuals and businesses I work with.
Charlie Wong
I believe that financial planning is all about you—your goals, dreams, and even your worries.
I’m passionate about helping people to take control of their finances. I’ve been in the banking world for about 8 years, and I love what I do. I believe that financial planning is all about you—your goals, dreams, and even your worries. Whether you’re looking to save for a big holiday, plan for retirement, or just get a handle on your budget, I’m here to help you create a plan that works for you.
