Elizabeth Brooks née Lester
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.
Whilst I offer holistic financial advice, I’m inspired by Intergenerational wealth planning through Inheritance tax planning, and I am currently studying towards my CF8 accreditation in Long Term Care planning.
Elizabeth Brooks née Lester
My family is everything to me, I am married to Ryan and we have three beautiful children and when I’m not working, I love to spend time with them. I really enjoy playing golf with Ryan, my brother-in-law and my father. I love the family competition that comes out on the golf course. When not searching for their balls in a bunker, I love to curl up with my cats and catch up on the latest box set.
The RQF Level 3 Award in Long Term Care Insurance is a single unit qualification that develops knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities. When held alongside any of the following CII qualifications, or equivalent, the Award meets the FCA’s appropriate qualification requirements for advising on long term care insurance products: The Diploma in Regulated Financial Planning, Diploma in Financial Planning and Certificate in Financial Planning.