David Rampling

Senior Wealth Manager at Lester Brunt Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Skills

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Steve Miller

David has been assisting me with financial planning, pensions and investments for the past few years. His guidance has always been well considered and balanced. He is very responsive to any requests but not pushy in terms of trying to generate more business. Despite the turmoil in the markets and global uncertainty I feel in safe hands with David !

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Experience

  • Lester Brunt Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Manager
      • Jan 2019 - Present

      In January 2019 I joined Lester Brunt Wealth Management, a Senior Partner Practice of St. James’s Place Wealth Management, after many years working for major UK Banks and Insurance Companies and more recently running Rampling Wealth Management. Having gained over 28 years’ experience in the financial services industry and after several years spent running the Trust department for one of the largest accountancy firms in the country I have established trusted relationships with my clients by taking the time to understand what really matters to them. At Lester Brunt Wealth Management, we put the clients firmly at the heart of everything we do; no two clients are the same and we therefore understand your personal and business objectives and deliver the right solution for you. St. James’s Place Wealth Management is a FTSE 100 company, awarded Wealth Management Company of the year 2020 – City of London Wealth Management Award. Lester Brunt Wealth Management is a trading name of Lester Brunt Wealth Management Ltd. Show less

  • St. James's Place Wealth Management
    • Hampshire
    • Principal of Rampling Wealth Management, Partner Practice of St. James's Place
      • Jan 2017 - Dec 2018

      As a Partner Practice of St.James’s Place Wealth Management, Rampling Wealth Management provide clients with comprehensive solutions in relation to their financial affairs. These include; Investment Planning Inheritance Tax and Estate Planning Solutions Comprehensive Pension and Savings Planning Strategies Advice to Trustees Protection Solutions As a Partner Practice of St.James’s Place Wealth Management, Rampling Wealth Management provide clients with comprehensive solutions in relation to their financial affairs. These include; Investment Planning Inheritance Tax and Estate Planning Solutions Comprehensive Pension and Savings Planning Strategies Advice to Trustees Protection Solutions

  • Lloyds Bank Private Banking
    • Banking
    • 100 - 200 Employee
    • Private Banking and Advice Manager
      • Mar 2010 - Dec 2016

      Private Banking and advice Manager and Wealth Management Adviser Private Banking and advice Manager and Wealth Management Adviser

  • Bank of Scotland Investment Service
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Dec 2008 - Feb 2010

      Financial Adviser Financial Adviser

  • BIRMINGHAM MIDSHIRES FINANCIAL SERVICES LIMITED
    • United Kingdom
    • Financial Services
    • Financial Adviser
      • Nov 2007 - Dec 2008

      Financial Adviser Financial Adviser

  • Portman Building Society
    • Weymouth, Dorset, United Kingdom
    • Financial Advisor
      • Dec 2005 - Oct 2007

      Financial Adviser Financial Adviser

  • Aviva
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Financial Adviser
      • Feb 2004 - Dec 2005

      Financial Adviser Financial Adviser

  • Lloyds Bank
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Financial Adviser
      • Dec 2001 - Jan 2004

      Financial Adviser Financial Adviser

  • Pearl Assurance
    • Reading, United Kingdom
    • Financial Adviser
      • Sep 1995 - Dec 2001

      Area Manager Area Manager

  • Commercial Union Financial Services
    • Basingstoke
    • Financial Adviser
      • Sep 1992 - Sep 1995

      Financial Adviser Financial Adviser

  • Save & Prosper
    • Basingstoke
    • Financial Adviser
      • Jul 1992 - Sep 1992

      Financial Adviser Financial Adviser

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Trust Manager
      • Jul 1989 - Jul 1992

  • Chantrey Wood King
    • Reading, Berkshire, United Kingdom
    • Trust Manager
      • Jul 1986 - Jul 1989

  • Coppers & Lybrand
    • Reading
    • Trust Senior
      • Jul 1986 - Jul 1989

  • NatWest
    • Banking
    • 700 & Above Employee
    • Bank Clerk
      • Feb 1978 - Jul 1986

Education

  • Reading Blue Coat School
    1971 - 1977
  • Chartered Insurance Institute
    Level 4 Diploma in Financial Planning
  • Society of Trust and Estate Practitioners
    Registered Trust and Estate Practitioner
  • whiteknights county primary school

Community

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