Name: Excellent according to the company’s financial health.
Item: LUND WEALTH MANAGEMENT LTD
Rating: 5
Author: CheckTheCopmany

LUND WEALTH MANAGEMENT

Telephone: 01618 349 480

A⁺ rating

ABOUT LUND WEALTH MANAGEMENT LTD

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.

KEY FINANCE

Year

2017

Assets

£63.6k ^{▼ £-2.88k (-4.33 %)}

Cash

£0k ^{▼ £-66.48k (-100.00 %)}

Liabilities

£31.21k ^{▼ £-1k (-3.11 %)}

Net Worth

£32.39k ^{▼ £-1.88k (-5.47 %)}

REGISTRATION INFO

Company name: LUND WEALTH MANAGEMENT LTD
Company number: 08554072
Status: Active
Categroy: Private Limited Company
Date of Incorporation: 03 Jun 2013
Age - 12 years
Home Country: United Kingdom

CONTACTS

Website: lundwm.co.uk
Phones: 01618 349 480
07454 246 440
01618 348 326
Registered Address: 96 LIVERPOOL ROAD,
PENWORTHAM,
PRESTON,
LANCASHIRE,
ENGLAND,
PR1 0HT

ECONOMIC ACTIVITIES

66190: Activities auxiliary to financial intermediation n.e.c.

LAST EVENTS

22 Dec 2016: Total exemption small company accounts made up to 31 March 2016
02 Aug 2016: Director's details changed for Mr Philip Lund on 18 July 2016
02 Aug 2016: Registered office address changed from 168 Liverpool Road Penwortham Preston Lancashire PR1 0QE to 96 Liverpool Road Penwortham Preston Lancashire PR1 0HT on 2 August 2016

CHARGES

18 February 2016
Status: Outstanding
Delivered: 18 February 2016
Persons entitled: Metro Bank PLC
Description: Fixed and floating charges over the undertaking and all…