Lester Brunt Wealth Management

14/04/2026

06/03/2026

Lester Brunt Adviser Catherine Scard is hosting A Financial Advice and Accountancy seminar Beehive in Portland on Thursday 19 March
Join Catherine and Rebekah from Island Accountancy for an evening of top tips and cake!
We'll cover:
What you can do with your money for the future - whether you're employed, self-employed, starting out on your financial journey, thinking about retirement. There are so many things that effects our financial life. We want to share our knowledge and answer your questions.
All are welcome and we’d love to see you, please come along if you want to pick up some financial hints and tips – To register your interest - You can text, e-mail or scan the QR code on catherines page.
Email: [email protected] Text/Call: 07763 833 474

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). Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd.

SJP Approved: 05/03/2026

09/12/2025

Throughout 2025, our amazing team carried on its tradition of backing community projects and raising funds for local charities, finishing the year with donations to local food banks and the Wimborne Christmas Present Appeal.

24/10/2025

This month, Robert and Victoria took part in the gruelling Run Bournemouth Half Marathon in support of Children with Cancer UK. Running 13.1 miles from Hengistbury Head to Bournemouth Pier.
They would like to give their heartfelt thanks for all the support in helping to raise £3,098 for such a worthy cause!

If you are able and haven’t done so already, please consider supporting their efforts while the donation link remains open or by using the QR code. Your generosity will make a real difference. Thank you. https://www.justgiving.com/team/victoria-robert?utm_medium=TE&utm_source=CL


Lester Brunt Wealth Management Ltd 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).

23/10/2025

What a fantastic evening at Queen Elizabeth’s School, Lester Brunt joined over 85 other organisations to help the next generation with their career aspirations. LB advisers Milly Bell, Liz Lester and trainee adviser Ria Collins spoke to students and parents alike on what a future in financial services could look like. Whether it’s a career in the support or technical team, or becoming an adviser, it was great to share our passion with everyone we met. https://lesterbrunt.co.uk/careers/

16/09/2025

Join our adviser Alex for his ‘Leaving Your Legacy’ presentation on Understanding Inheritance Tax (IHT) Planning – He will discuss how you can pass your assets on in the most efficient way possible to your chosen beneficiaries, rather than to HMRC, and discuss how you can maintain flexibility and control.
Spaces are limited and issued on a first come, first serve basis – If you want to find out more and reserve your seat, please scan the QR code or you can email: [email protected]
Registration is 1:30pm for a 2:00pm start.

Lester Brunt Wealth Management Ltd 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).

SJP Approved: 15/07/2025

03/07/2025

Congratulations to Michael Lester, who has been awarded his 10 year badge from SOLLA - celebrating a decade of providing Gold Standard Advice as an accredited SOLLA Later Life Adviser. And celebrating 5 years of SOLLA Retirement Advice Standard – demonstrating the knowledge to actively advise on in- and at- retirement, and offer a wide range of solutions from the market.

15/06/2025

Big congratulations to Team Lester Brunt for another fantastic race. All competitors finished the race with Ben coming in at 34 minutes & 50 seconds. We raised an astounding £1910.99 for Cancer research

06/05/2025

Celebrating our amazing teams’ achievements! Congratulations go to Jennie Anderson, who ran in the London Marathon 2025 in 3 hrs 51, we're so proud of you!! And congratulations to everyone who took part on a hot April day.

28/03/2025

Julie has been with us from the very beginning, joining Lester Brunt in 2013 mentoring our adviser team and excelling as our risk and compliance manager until 2021. In 2022 Julie became an LB ambassador, today she seeks pastures new. Julie, we wish you a wonderful retirement and can’t wait to hear about your adventures.

20/02/2025

We're Hiring! - Client Support Specialist
Our people are the heart of Lester Brunt. We welcome those who want to be a part of something special.
Are you client focused? Do you care about providing exceptional service? Are you looking to push yourself?
We are looking for a motivated and enthusiastic individual to work within our friendly client support team, assisting our clients and advisers.
Visit our careers page for more information: https://lesterbrunt.co.uk/careers/ or email your interest to Louise: [email protected]

05/11/2024