Ed Bell Email & Phone Number

Wimborne Minster

I am responsible for the leadership and strategic direction setting within Lester Brunt Wealth Management. Working with a Board of Directors, I am accountable to clients who hold over £750 million of funds under management and are serviced by an adviser team of 18 quality individuals and 35 full time support staff. Key Responsibilities of my Job: 1. Provide a link between the Shareholders/principals and company freeing them from the day to day running of the business to focus on strategic opportunities and key client relationships.2. Work with key St James’s Place executives to maximise value from the relationship and ensure smooth communication across the businesses.3. Lead the organisation in developing and executing profitable growth strategies for the business over the short, medium and long terms.4. Achieve overall business financial goals so that we can be there to support and partner with our clients’ for the long term .5. Develop high potential team capable of delivering on strategic and financial objectives.6. Support key managers with individual personal development to become the company's leaders of the future.7. Lead and facilitate monthly Board & Operations Meetings reviewing strategic direction of business and progress against stated goals whilst reducing risk profiles.8. Identify and recruit in conjunction with shareholders key Non-Executive Directors to sit on board to provide external scrutiny. Lester Brunt Wealth Management is an Appointed Representative of and 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/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

Fareham, England, United Kingdom

I delivered outstanding management consultancy services for the 35 plus St James's Place partners that I worked with. I supported when requested, challenged when needed, innovated when invited, befriended when appropriate and celebrated when deserved.

Bournemouth, England, United Kingdom

I was responsible for the delivery of service and income targets for 25 Branches across the East Dorset/West Hants area with line management responsibilities for over 250 colleagues. It was a pleasure to work with so many talented and committed people and to bring Bournemouth Group to the top of many league tables. My passion however was communicating the vision for us as a Group and leading the team on an amazing journey. Happy memories of Seminar events at AFC Bournemouth and the Rose Bowl.These events were fun to create and even more fun to deliver and the results were spectacular. I have used this experience when dealing with other firms such as 8 Wealth Management, Peter Harding Wealth Management and Andrew David Wealth Management in other previous roles.

Combined Honours, Social And Environmental Studies

Education record