about us

We believe in a fairer, more informed, more inclusive way of financial advice that helps you and your family plan for the future.

We offer advice and guidance across a range of financial topics, from helping families get a foot on the property ladder to aiding clients save and grow that bit of spare income for life's adventures. We pride ourselves on informing and educating our clients throughout their financial journey, so they get the best outcome for themselves and their family.

Who we are

We have been helping clients and their families navigate the complexities of financial planning for over 25 years, always putting the client and their family first. Based on the South Coast and operating across the south of the UK, we are a Managing Partner Practice of St. James’s Place. We are a family-based, family-focused company, priding ourselves on taking a holistic view of client’s circumstances, appreciating the issues and challenges that face all of us, young or old, irrespective of backgrounds.

What we do

We help over 4,500 clients manage their finances, plan for their future and support their families, whilst also providing them with financial peace of mind. We take a holistic view to find a bespoke solution for your specific circumstances, taking the time to sit with you, to understand your current situation, the goals you have planned and any doubts that may keep you from achieving them. Only then can we help you, using our expertise to find a solution suitable not only for you, but your loved ones also. We put you at the centre of everything we do, making sure your needs are listened to and catered for, ensuring that it is always you and your family first.

Why we do it

Working in a family business reminds you just how important it is to look after future generations. Our clients work hard and strive to improve their lives and the lives of their families, careful use of money simply allows for different choices which directly impacts their wellbeing. You need to plan ahead and have an idea of what you want to achieve. This is hard to do without help, and we feel we can give the best help available.

St. James's Place

As a Managing Partner Practice of St. James’s Place, Lester Brunt Wealth Management provides the advice whilst having access to the St. James’s Place distinctive investment approach and the backing and reassurance of investing with a FTSE 100 company. With social value at the core of the St. James’s Place culture, they recognise that we have a responsibility to help address social, environmental and economic challenges the world faces, aiming to make a lasting difference to those in need and change their lives for the better.

St. James’s Place guarantee the suitability of the advice given us when recommending any of the wealth management products and services available from companies in the Group. More details of which are set out on the Group’s website at www.sjp.co.uk/products.

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.

Client Journey

Find the right adviser for you.

Fairer financial advice is about building a relationship between yourself and your adviser. Every adviser will approach your needs differently, but as we look to support you for the long term, it’s important that you feel at ease with your adviser from the very first meeting. We want you to feel comfortable to reach out to us about anything, whenever you need to. We have a team of talented and professional advisers and we're confident we'll find the right one for you.

Discovery meeting.

This is where you get to see how we work and where we can discuss your plans and goals for the future. We get to understand where you are now, where you want to be in the future and identify all the goals along that timeline. Once we have this, we know how to support you, towards achieving your aspirations.

Develop a holistic financial plan
and investment strategy.

Financial advice is not simply about investing your money for future growth. It involves a full understanding of your current situation, possible future situations and tying that in with your goals. We need to make sure that your protection needs are reviewed, that short, medium and long-term aspirations are met, and that we look at taxational, and future planning considerations as well. It’s our job to combine all the information we have discussed, and make sure the plan we then present is the correct plan for you now and tomorrow so you can see your plans take shape.

Implementation of your chosen plan
with you and your family.

This is the fine-tuning element. Your adviser will sit with you and discuss all the options and advice we have given. Your adviser will make sure the advice suits you and that you understand why we are recommending this. It is the understanding and education that is key to fairer financial advice. You want to know why we are doing what we are doing and the choices we disregard and the reasons way. It is this understanding that really gives you empowerment over your finances into the future.

Review of your plan annually or at your discretion.

Life has a habit of throwing obstacles and opportunities at us. Your situation is not static and will change over the years. By holding regular meetings to review your investments with us and to view your overall financial situation, we can update any goals, review taxational changes and advise you on any areas that are flagged as needing attention.

Continued support and advice throughout.

We are not just here for one meeting a year - we are always available to talk about anything you need to cover off with us. So don’t be afraid to pick up the phone and call whenever you need to. We have a great support team who are always there to help.

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.