Toby Winyard
I'm living the dream. I am a financial adviser who came to use Lester Brunt financial advice some 15 years ago. I got so inspired and interested in the role, I decided to become one myself. After my very first meeting with Martin, my adviser, I wished I had seen one 10 years earlier! I discovered I had a real love for the subject and so began my journey into the financial sector and my pledge to pass on financial advice to those that need it.
Speaking to a financial adviser 10 years ago changed the path of my life for the better and now it's my job to do the same for you. I have a strong, genuine passion to help everyone gain control of their financial situation and achieve their goals, whatever they may be. I enjoy what I do because I have a keen interest in people. The best part of the job is connecting with clients and finding out about the things that matter to them; their dreams and ambitions, and then helping them to put together a plan aiming to actually achieve it.
Toby Winyard
Outside of work, I am a family man who loves nothing more than spending time in the great outdoors, camping, walking and backpacking with my wife and two sons. We frequently try and get away to places such as the Gower Peninsula – arguably one of the best beaches in the world, but a bucket list experience would have to be visiting South America and hiking the Andes – one day! In my spare time, I enjoy golf, clay pigeon shooting, hiking and spending as much time outside as possible! Give me a kitchen and I can manage baked beans on toast, give me a barbecue or a or a campfire and I will soon rustle up Moroccan tagine or coffee beef stew for ten!
Later Life Planning
This is an area that I get more questions than any other and is a source of worry for many clients. Effective planning and knowing the options really helps put minds at rest.
Retirement Planning
Formulating a plan with my clients and letting them see how planning ahead can help them to achieve their goals is always a very gratifying part of my work.
First-time Investors
I love breaking down misconceptions, explaining concepts and seeing those “light bulb” moments when it starts to click for any new investors. To see clients of all ages suddenly become engaged and focused, and start working towards goals, is the very best part of my job. I wish I had received the same help when I was younger and am determined to help others avoid my mistakes.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Amy Little
Amy.Little@sjpp.co.uk
Michael Hierlehy
michael.hierlehy@sjpp.co.uk
Julie Parfett
julie.parfett@sjpp.co.uk
Philippa Wren
philippa.wren@sjpp.co.uk
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.