Milly Bell
I have worked at Lester Brunt since September 2020 starting as a Client Support Specialist, in 2022 I joined the Paraplanning Team. Having now passed my Level 4 Diploma in Regulated Financial Planning and being appointed as a representative of both St. James’s Place and Lester Brunt Wealth Management, I am looking forward to helping both new and existing clients achieve their financial goals.
I work to empower individuals, families, and young professionals in Wimborne and beyond to achieve financial clarity and long-term security through personalised, transparent, and approachable financial advice. I am committed to building lasting relationships based on trust and education, working closely with clients for many years to come to help them navigate life's financial milestones and make informed decisions that align with their evolving goals.
Milly Bell
‘I was very pleased with everything Milly did at the meeting. She was very clear with her explanations and answered questions very well. In addition, she was happy to do some calculations for me and offered to assist with things such as form filling for the 10 year tax on trusts. This is something that I consider to be support for clients, as well as something which I think that we have paid for, but which hasn’t readily been offered in the past. Milly showed that she well understood the situation and that she was prepared to use her expertise (and time) to provide an excellent service to a client. This attitude is much appreciated’.
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.