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.
I'm so passionate about people, especially helping people with their money. Working with clients gives me huge satisfaction. Even if it's just helping someone with a question, and they get the answer. It's not about managing money, it's about helping people to understand what their future might look like. I am a holistic adviser which means I cover all aspects of financial planning, but if I had to choose a favourite product to work on, I am passionate about helping clients with their pensions. I love a pension because they're so versatile and I think a lot of clients are scared of them. So I like the fact that I can put their mind at ease about what their pension can and can't do for them, what direction it can go in and how they can achieve what they'd like to achieve in their future.
When I’m not working, I can be found out and about with my family. As an ex-travel agent, I do love a family holiday! Whether that’s Centerparcs, Legoland or Disney World we all look forward to spending time together. Helping answer questions and building futures is what it’s all about. My days are very busy, balancing mum-life around zoom calls, school drop-offs, exam prep, client meetings, and taking the kids to football practise, swimming lessons or ballet rehearsals. Luckily, I can’t wait to wake up in the morning and do it all over again!
We are very happy with the service we receive and particularly with our financial adviser, Catherine Scard. She is very personable and knowledgable and has dealt with any queries and concerns we have had in a very professional way. We are more than happy to continue with our association.
Catherine Scard has been nothing short of amazing and I am so glad that I found her and made contact, as the help, support and advice has been so professional and a huge help. She is always in communication and keeping me updated with everything. To everyone in my life and people I come across in the future I will always put forward Catherine and Lester Brunt as I think they are amazing and I will highly recommend the services. I am looking forward to many years ahead with Catherine as my financial adviser, she is an absolute star!
Catherine is the consummate professional. She allows you to take time, never pressures and is ready to answer any questions without making you feel like an idiot! I would recommend Catherine without hesitation, having known her for the last few years. We thought about our investment for quite sometime and throughout, Catherine was patient and kind continuing to answer questions and allay our fears.
Just had my financial annual review with Catherine. As ever she was professional, helpful and informative with some useful suggestions of things for me to investigate. She always manages to make it a friendly and personal experience. In the few years she has been working with me she has taken the time to get to know and understand me and what I’m trying to achieve. She talks through things with clarity and I am happy that what she has set up for me is what is best for me at the moment. I know that she will let me know if anything needs to change. I have confidence in her ability, and her desire to do the best for me.