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St. James’s Place Wealth Management Partnership,

As Partners within the St. James’s Place Wealth Management Partnership, we provide personal, face to face wealth management advisory services to St. James’s Place clients. St. James’s Place acts as principal to the Partnership, and ensures that any wealth management services that we provide to you are delivered in accordance with the applicable regulatory requirements. St. James’s Place is also responsible for managing any complaints made by you in respect of the services we provide.

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    Your Partner, together with St. James's Place Wealth Management pc, 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 vour 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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      Lester Brunt Wealth Management is an Appointed Representative of and represents only St. James’s Place 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 Minster, Dorset, BH21 1JH.

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