Sarah Brunt
I have a wealth of experience and expertise having worked in financial services for over 26 years, covering the East Midlands.
I offer bespoke financial planning for individuals, families and businesses. As a business we are established and experienced in estate planning; wealth preservation; tax mitigation and have well established professional connections.
My priority is understanding the needs of my clients to help identify opportunities and adapt to change. This might mean redesigning the financial plan and tailoring according to the client’s circumstances.
About
Over the years I have built up a loyal and long standing customer base and regularly receive recommendations both from my private clients and from other long-standing professional relationships. I was delighted to accept an invitation to become an Associate Partner Practice of St. James's Place in 2015, a move which was a natural progression for me, as this has allowed me to offer an excellent range of financial services and products which are available exclusively through St. James's Place.
I enjoy building long standing relationships with both existing and new clients to help them achieve their own financial freedom
Outside of work I am a busy Mum and taxi driver to two children, enjoy getting outdoors in the beautiful Peak District and the gym when I have time!
The Partner Practice 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.
