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Charlie Wong

Financial Adviser

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.

I believe that financial planning is all about you—your goals, dreams, and even your worries.

"I believe that financial planning is all about you—your goals, dreams, and even your worries. "

Charlie Wong

Outside work

When I’m not working, I love exploring the great outdoors, and hiking has become my favourite way to connect with nature. I’m also a huge foodie and I like trying out new cuisines!

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      Your Partner, together with St. James’s Place Wealth Management plc, 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 your 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

      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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