Lund Wealth Management was established when it's Founder and Managing Director Phil Lund accepted an invitation to join St. James's Place Wealth Management. Prior to this, Phil had been employed by a Global financial services provider and had over 23 years experience in the financial services industry.
We look after Private Clients, Business Owners, Trustees and Corporate entities. It is our objective to provide a personalised and holistic service to our clients and help them understand complex financial planning in a simple and straightforward manner.
We review all aspects of financial planning including Personal and Business Protection, asset preservation, tax mitigation, pension planning and long term investment opportunities.
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The Partner Practice 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/about-st-james-place/our-business/our-products-and-services
Lund Wealth Management Ltd is registered in England and Wales, Number 8554072. Registered Office: 96 Liverpool Road, Penwortham, Preston, Lancashire, PR1 0HT, England.
