Financial Adviser at Lester Brunt Wealth Management & Partner of Women & Golf
I’m passionate about making sure that everyone has access to good quality, trusted financial advice, no matter what their circumstances. I ensure I fully understand the goals and objectives of my clients, for now, and in the future.
The relationships I build with clients are important and ongoing, that way I can provide advice that adapts to changing circumstances, and they have someone they trust that is a constant in their lives.
I advise clients on all aspects of financial planning. Dealing with finances can be quite scary, so if I can be there when I’m needed the most, together we can plan precise goals. I want my clients to feel that they can pick the phone up anytime, no question is a silly one. If I can give peace of mind in difficult times then I am happy.
If I had to pick an area that I liked advising on the most, it would be inheritance tax planning.
I enjoy talking through plans for the future, explaining different ways intended beneficiaries can avoid paying more tax than necessary - or even anything at all.
We all work really hard to build up our assets. Protecting them so the next generation can have the benefit of this is at the forefront of many of my clients' minds. With property prices rising - particularly in the South of England, clients can have a liability with just their house and many are unaware of the impact of inheritance tax and the allowances available.
There are a number of plans that are effective when planning for this and I get great satisfaction when I know that my advice has made a real difference to my clients' peace of mind and their families' future.
Don't hesitate to get in touch if you need some advice.
Jennie Bailey - Financial Adviser
Mobile: 07980 870913
Email: [email protected]
Social Media: @Jennie Bailey, Financial Advice
Lester Brunt Wealth Management
Phone: 01202 695 801
Email: [email protected]
Social Media: @lesterbruntwealthmanagement
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You could get back less than the amount invested.
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 ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd.
