I got my start in the financial services industry 25 years ago, when I joined Abbey National as a cashier. I worked my way up through all of the service areas, before becoming a financial adviser with them in 2001 and bank manager in 2013. I joined Lester Brunt in 2017, gaining experience as a paraplanner before re-learning the ropes as a financial adviser 18 months later. I really enjoy talking to clients, hearing their stories and future plans and then developing a relationship over the long term, which makes a genuine difference to the day-to-day living of clients.
Forming a strong relationship with a client and then being able to help them plan for their future is massively rewarding. I am genuinely enthusiastic about engaging with clients and connecting with people. The best part about being an adviser is hearing stories and putting plans together, which all sounds very cheesy, but that is genuinely the best part of it, when you know you've made a difference to someone. Every client is on their own journey and you don't see the contribution you’ve made until you’ve established a relationship, so you tend to see the results later on. I enjoy the whole meeting; talking to people, getting to know them, but the best bit is seeing the advice in action, when a client can do something that they wouldn't have been able to do without the right advice.
Before I worked in finance I was a travel agent – it’s where my passion for selling dreams started - and my love of travelling is still strong. I’ve been all around the world, but my bucket list includes a safari in Kenya, a weekend in Las Vegas and probably somewhere in the Caribbean that I haven’t been to before. Outside of work, you can probably find me scanning websites for holidays or shopping for shoes and handbags. I’m a big football fan so have season tickets to AFC Bournemouth and I’m also an Arsenal fan but I don't get to go very often,. My proudest achievement is my son. He’s 15, still in school and wants to get on. He knows what he wants to do and is just a lovely young lad, everybody says how polite he is, how honest he is, how lovely he is and all his teachers love him. He is my best achievement. A close second is getting my Financial Planning diploma. I was quite proud of myself when I got that, because my son was really young at the time, so I was studying and looking after a five-month-old, working part-time and doing a lot of balancing.
Jennie’s advice was really helpful, and she was incredibly proactive when answering any questions I had. Her friendly and knowledgeable approach helped me to feel confident that I was making the right investment for me.
From initial enquiry with Victoria through to a detailed conversation with Jennie, who clearly outlined my options and helped me with my decision, the support, advice and assistance have been flawless. I would highly recommend Lester Brunt and especially Jennie.
As an Accredited Financial Education Specialist, sanctioned by St. James's Place, I work alongside schools to help deliver important money workshops and presentations to young people.