I joined Lester Brunt Wealth Management in 2015 and became a Chartered Financial Planner shortly after. I am currently based between London and Surrey, and provide a holistic service to clients. I really enjoy working with professionals and their families, using cash-flow and goal setting tools to inform clients, help them to achieve financial peace of mind.
The best part of the job is helping clients to achieve financial security and freedom, which I do by developing long-term, trusted relationships. I take a holistic approach to financial advice but specialise in advising company directors, tax planning and clients who are preparing for or are currently retired. Looking to the future, this time next year I would like to continue to educate more people on the different ways they can maximise their money.
Outside of work, if I’m not watching sport, I’m playing it. As a personal target, I’ve always wanted to run a marathon. I’m a big sports fan and like to keep active. I can be found playing cricket, golf or at a Bournemouth FC football game. I enjoy travelling and the great outdoors, I’ve recently returned from two weeks away, one in Wales and the other in Ibiza, so a real contrast! My favourite holiday location so far is off the coast of the Caribbean and Mexico. I am based in Surrey and like spending time with my girlfriend Elke and our Miniature Dachshund, Bluebell.
Holding Chartered status means I adhere to an ethical code that underpins broader commitments to professional values. These include putting your interests first, investing in ongoing development of my technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of my profession.