Lester Brunt Wealth Management

Financial Services

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

Lester Brunt Wealth Management is a family run, family focused Senior Partner Practice of St. James’s Place Wealth Management a FTSE 100 company.

We concentrate on helping families build and retain wealth and then, when required, ensure that as much of that wealth as possible is available to the next generation free from loss due to taxation, divorce or the costs of old age.

 

Whilst our head office is in the market town of Wimborne Minster we also have offices in Alton (Hampshire) and the City with plans to extend beyond these locations. 

Our current staff complement amounts to some 40 highly skilled and dedicated individuals who ensure that our clients receive the best care and attention possible.  Each client has their own dedicated Wealth Manager who is fully supported with their own specialist support team and in this way, we try to ensure that you have continuity in respect of the individuals that guide you. 

Whilst we invest heavily in technology it is only to support and supplement the very personal service we provide so no call centres or push button responses you will always speak to an individual that wants the best outcome for you.

 

We believe that by taking a holistic approach to wealth management we aim to provide the most favourable outcomes for those individuals and families that seek our help. 

So, whilst our clients are keen to learn the solutions we have in mind we firstly take time to understand all of the factors that might influence or affect the advice we provide or the solutions required.  As a result of this approach we build and maintain an exceptionally strong and trusted relationship with our clients that does not appear to diminish through time or distance and as a consequence we provide advice across the full range of the generations and across a wide area of the UK.

The Partner Practice represents only St. James's Place Wealth Management 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Contact Info

Dickens House, 15 West Borough, Wimborne, Dorset BH21 1LT, United Kingdom

01202 695801

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