Michael Lester Email & Phone Number

I have a very simple maxim that has guided me throughout my whole career which is, "Would I do what I am recommending someone else to do?” That simple philosophy has led to clients trusting me with their families and personal wealth management for over 20 years and to co-creating a business that cares for the wealth of over 4500 clients.My clients describe me as being easy to talk to, personable but always professional, knowledgable and trustworthy. I consider integrity to be key to all my relationships and dealings which means, I also need to plan for my own future. Our team of over 50 people ensures we are ideally placed to continue advising our clients, for as long as is required. This has been crucial in providing an answer to the question, "Michael we love dealing with you but what will happen when you are no longer working?” It's thrilling we now have an answer.My three daughters also work in the business, as does my business partner’s son. This 'family ethos' underpins all that we do and the advice that we provide. We care for our clients as if they were family. I'm proud that this family ethos continues now that we've taken a further step in our succession planning, which was to appoint a non-family Managing Director, Ed Bell, in January 2020. I am passionate about wealth management and enjoy the opportunity to help individuals and families achieve their financial objectives, through careful and considered planning. I can demonstrate where similar or identical planning has worked in the past and, therefore, provide a sense of security and peace of mind in what is often thought of as being a complicated area.A subject very close to my heart is our commitment, as a Practice, to keep up to date with current trends and good practice, and in educating our clients. We support and encourage all of our staff and advisers with ongoing training, professional development and mentoring. We provide regular updates to all our clients, and I'm quickly mastering the use of online webinars, although we'll continue with our traditional approach to suit all of our client's needs.Out of the office, you'll find me on the golf course or enjoying art, music or the theatre and enjoying time with my wonderful wife and grandchildren.

Listed skills include Inheritance Tax Planning, Mutual Funds, Wealth Management, Financial Planning, and 16 others.

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  Kings Heath Grammar Technical

  A Levels