Personalised
Wealth Management
We offer bespoke advice on all aspects of tax, trusts and investment management through face to face guidance.
Practice
Areas
Tax Year End
Making time for tax year-end planning can go a long way towards helping secure your financial future.
Protecting your estate
Providing effective solutions to meet the insurance and protection needs of our clients.
Corporate Services
We understand that running a business can take priority over the time spent on planning the financial security of you and your employees.
Investment Planning
The right investments can offer real opportunities to grow your wealth and protect it against inflation.
Personal borrowing
Careful planning can determine your financial well-being both now and in the years to come.
Retirement Planning
Regardless of the life stage you have arrived at, it's important to receive the right advice on your pension requirements.
OUR VISION
The Saxe Coburg Wealth Management Practice offers bespoke advice on all aspects of tax, trusts* and investment management through face to face guidance and also seminars.
We specialise in working with people who are generally retired and wish to take steps to both protect what they have now, as well as ensuring they can pass on the maximum amounts possible without erosion by inheritance tax or long term care fees.
We offer a personal wealth management service. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
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Take steps to mitigate or remove IHT liability
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Protect assets against assessment for long-term care needs
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Invest to build or preserve capital
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Invest to maximise tax efficient income
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Manage Cash and borrowings
By putting our clients firmly at the heart of everything we do it enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.
We aim to deliver our commitment by:
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Providing personal face-to-face financial advice
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Giving you the opportunity to review your financial affairs regularly
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Effectively managing your investments via our distinctive approach
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Keeping you informed of the latest news and any changes that might affect your personal situation
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Listening to your feedback
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Ensuring that our dealings with you are sensitive to your needs
Expertise
Maximillian Z De Kment
Martin Brunt
Michael Lester
In 1989 Max founded the company, Carrington’s Residential who were based in Richmond, Surrey. He traded for 8 years, after which he sold the business for a 7 figure sum, the money from which he used to build up a portfolio of rental investments and development sites in the area. This led to further rental and development sites further south in the beautiful county of Dorset which he now calls home.
With this experience of the market, Max knows all too well how significant estate and succession planning is, along with considering retirement options and long term care for his wealth – all vitally important to anyone who owns and runs a business, or indeed any successful corporation that wants to retain good staff by offering these benefits. This enormous depth of knowledge is something Max endeavours to share with all of his Saxe Coburg Wealth clients.
Martin has worked in financial services since 1984, in fact all of his working life. In that time Martin has only worked for two companies; Abbey Life and St. James's Place Wealth Management. Martin started out with Abbey Life as a trainee accountant leaving the company as a Regional Sales Manager heading their South West sales region 2000. Later in the same year he was invited to join St. James's Place.
In December 2013 Martin merged two successful businesses to form Lester Brunt Wealth Management, a company which has never been one to rest on its laurels. April 2016 marks the launch of an exciting new service delivered by Martin, tailor-made for individuals and corporations; Saxe Coburg Wealth.
When it comes to matters of personal finance, Martin Brunt is hard to beat in terms of expertise and experience in the (often) bewildering world of wealth investment.
Michael’s career has always been in finance and commenced in 1973 with what was then Midland Bank (now HSBC). Michael continued working in the banking industry until 1993 when he moved into financial services with Clerical Medical Investment Group, before being headhunted and invited to join St. James's Place Wealth Management (then J. Rothschild Assurance) in 1997.
Michael’s experience is also complemented professionally by holding the following qualifications; Diploma in Financial Planning, Chartered Institute of Bankers Exams, Diploma in Marketing.
Michael’s aim is to provide personal wealth management to clients who need financial advice they can trust, an attribute Saxe Coburg Wealth equally endorses.
CONTACT US
for more information
Tel: 07956 327446
OUR ADDRESS
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