Michael Lester Email & Phone Number

I co-founded Lester Brunt Wealth Management (LBWM) in 2013, having run my own Wealth Management Practice for over 16 years. The aspiration was to create a business of substance that would provide an ever-improving and robust service for our clients.LBWM is a Managing Partner Practice of St. James's Place Wealth Management, a FTSE 100 company.Having appointed a Managing Director in 2020 to lead the strategy and day-to-day operations of Lester Brunt Wealth Management, my role now allows me to focus on co-creating the business strategy, key client relationships and mentoring our team of Advisers.It is important that I maintain an active role in the delivery of advice in respect of the clients I am responsible for. Not only it is a passion of mine but it also means that I keep abreast of the topics that are important to our clients and this helps ensure that we continue to provide real value through our advice.As a Practice, we remain committed to keeping up to date with current trends and good practice in order to maintain the confidence and support of our clients who rely on us for ongoing advice in relation to their investments and other planning arrangements. 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). The `St. James's Place Partnership' titles `Partner' and `Partner Practice' are the marketing terms used to describe St. James's Place representatives. Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd.SJP Approved: 21/01/2024

New Forest

Design and implementation of client focused financial planning needs to include;Stratagies to help maximise income and growth,Arrangments aimed to maximise legitimate tax planning in respect of Income and Capital Gains, Stratagies to reduce or remove a liability to Inheritance Tax,Stratagies to protect assets from being lost through the need to fund for Long Term Care,Help to meet cost of funding for Long Term Care where it is too late to protect assets.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.The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Financial Adviser role until I decided to establish my own advice business

Recruited to CMIG brand new advice service ProVision.This was a salaried role offered to new entrants to the area of financial advice from other professional backgrounds. I was responsible for providing a full financial review service to individuals addressing their specific needs and objectives.Clients were identified through a nationally organised campaign organised and arranged by CMIG.Whilst the service and the experience was first class the business model was not financially viable and CMIG changed their direction in respect of direct advice and the Pro-Vision brand was transferred to Wesleyan in early 1997.