A Partner Practice of St. James's Place Wealth Management

Lund Wealth Management Ltd

Phil Lund

DipPFS
At Lund Wealth Management Ltd, we provide bespoke wealth management advice to Private Clients, Business Owners, Trustees and Corporate clients.

About

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.

Phil has over 23 years experience in the Financial Services industry and has worked for a number of Global Banks within the North West of England. He has gained a wealth of knowledge and experience during has career and continues to advise Private, Corporate and Commercial Clients on all aspects of Wealth Management.

Phil is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the pride and dedication that is placed on developing solid personal relationships with his clients, ensures that he provides a rounded, professional and principled service.

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.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Lund Wealth Management Ltd is registered in England and Wales, Number 8554072. Registered Office: First Floor Office 12, Centurion House, Leyland Business Park, Centurion Way, Leyland, Preston, PR25 3GR.