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Elizabeth Brooks née Lester

Financial Adviser | Board Member

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.

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.

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.

"I love to build long term trusted relationships, so I really get to see how clients plans evolve and flex over time."

Elizabeth Brooks née Lester

Outside work

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.

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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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