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Lester Brunt Wealth Management

Holistic wealth management arrangements for: Investment Planning, Retirement Planning & Estate Planning

Holistic wealth management arrangements for: Investment Planning, Retirement Planning & Estate Planning

 

WE BELIEVE THAT FINANCIAL ADVICE IS FOR ALL, NO MATTER YOUR WEALTH, NO MATTER YOUR AGE.

Our clients often have goals they wish to reach but don’t know where to start. That’s where we come in.

Lester Brunt Wealth Management is a family-focused business, born out of the passion to help clients build and secure financial freedom for individuals and for families. We believe that financial advice is for everyone, no matter your wealth, no matter your age. We are here to help you navigate the complexities of financial planning, assisting with whatever is needed to make a positive difference to you and your family.

We encourage families to get together and talk about money, helping over 4,500 clients so far. We’re here for you and your family during the peaks and troughs of life, with a team of highly qualified advisers available to guide you and your family through your finances.

 

GIVING YOU PEACE OF MIND

We understand that finance can be a daunting topic, which is why we put your priorities first. Plans are bespoke to you and your appetite to risk, making sure your money is invested in the areas and sectors you want it to be.  As a Managing Partner Practice of St. James’s Place, we have strong roots that nurture confidence.  We offer solutions to help you achieve your goals, putting your financial wellbeing at the forefront.

 
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value may therefore fall as well as rise.
You may get back less than you invested.
 

Lester Brunt Wealth Management Ltd 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.

 

SJP APPROVED 03/04/2024

Dickens House
15 West Borough
Wimborne
Dorset
BH21 1LT

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