Lester Brunt Wealth Management
Lester Brunt Wealth Management is a family-focused business that provides financial advice to clients. They offer services aimed at helping individuals and families with their financial needs.
- Tax Planning
- Will Writing
- Investment Advice
- Wealth Management
- Financial Planning
- Corporate Planning
- Investment Planning
- Protection Planning
- Inheritance Tax Advice
- Specialist Banking and Mortgages
Locations
Digital Popularity
Popularity over time
Competitors
Symes Wealth Management Limited is a financial advisory firm that focuses on providing personalised financial planning services.
Andrew David Associates is a family-run business offering personalised face-to-face financial planning advice to individuals, families, and businesses.
Benchmark Financial Planning offers expert financial advice tailored to individuals, business owners, and trustees.
Company Details
Lester Brunt Wealth Management is operated by Lester Brunt Wealth Management Ltd and is a Active company incorporated on 20 September 2017 with the registered office located in Wimborne, Dorset. Lester Brunt Wealth Management Ltd was registered 7 years ago.
Status
Active
Size
Small
Directors
5
Age
7 years old
Employees
28
Turnover
Unreported
Total Assets
£6.3M
Cash in Bank
£85.67K
Total Liabilities
-£5.12M
Teams
25
13
9
5
4
3
1
Director • Joined Sep 2022
Principal Of Lester Brunt Wealth Management • Joined Jul 2013
Principal Of Lester Brunt Wealth Management • Joined Dec 2013
Markerting Manager • Joined Jul 2018
Managing Director • Joined Jan 2020
Senior Wealth Manager • Joined Jan 2019
Head Of Client Services • Joined Sep 2022
Operations And HR Manager • Joined Apr 2010
Head Of Learning And Compliance • Joined Jan 2022
Administrator • Joined Nov 2021
Senior Wealth Manager • Joined Jan 2019
Associate Financial Adviser • Joined Jan 2025
Financial Adviser • Joined Jun 2017
Mortgage Advisor • Joined Jan 2024
Financial Adviser • Joined Oct 2018
Chartered Financial Planner • Joined Jun 2021
Chartered Financial Adviser • Joined Sep 2013
Financial Adviser • Joined May 2020
Trainee Paraplanner • Joined May 2024
Financial Adviser • Joined Jun 2019
Administrator • Joined Nov 2021
Client Support Specialist • Joined Jul 2023
Administrative Assistant
Personal Assistant • Joined Dec 2022
Personal Assistant • Joined Jan 2023
Markerting Manager • Joined Jul 2018
Associate Financial Adviser • Joined Jan 2025
Marketing Specialist - Adviser And Events Marketing • Joined Apr 2021
Director • Joined Sep 2022
Managing Director • Joined Jan 2020
Personal Assistant • Joined Dec 2022
Personal Assistant • Joined Jan 2023
Head Of Client Services • Joined Sep 2022
Client Support Specialist • Joined Jul 2023
Customer Support Specialist • Joined Sep 2020
Associate Financial Adviser • Joined Jan 2025
Financial Adviser • Joined Jun 2017
Financial Adviser • Joined Oct 2018
Financial Adviser • Joined May 2020
Financial Adviser • Joined Jun 2019
Financial Adviser • Joined Oct 2024
Operations And HR Manager • Joined Apr 2010
View 25 members