SimonNM

Simon Lunn

I am an Associate Partner of St. James's Place, regarded as one of the leading wealth management organisations in the UK. My sole focus is on you and on achieving or maintaining financial security for you, your family and your business.

Based on core values of professionalism, confidentiality, excellence of service and, perhaps most importantly, integrity, I will help you develop a wealth management strategy to meet your financial objectives and aspirations both now and in the future.

About

Based in London and Farnham, I provide wealth management advice to clients from the City, the South East of England - and beyond.

I have been a financial services professional for over 40 years. I graduated from Warwick University in 1982, and after two years working in the Parliamentary Civil Service, joined US investment bank Dean Witter Reynolds as a private client stockbroker specialising in US securities and derivatives.

In 1987, I joined UBS before moving to Exane in Paris 4 years later to build a business advising English-speaking institutional investors on European derivatives and special situations. I returned to the City in 1996 to work for BZW as an analyst and broker. From 1998 to 2001, I was a hedge fund manager with Enskilda Securities Capital Management. I subsequently ran the special situations sales desk at Commerzbank and for the eight years to 2012, was head of Sales and Analytics within the prime brokerage department of global derivatives broker Newedge (co-owned by Societe Generale and Credit Agricole).

In 2012, I observed that it was becoming increasingly difficult to find high quality personal financial advice. By joining St. James's Place, I have been able to combine my extensive investment experience with the expertise and culture of St. James's Place. Together with the range of specialist knowledge and help available within the Partnership, I am confident that I can provide individuals, families, and companies with the right advice and guidance to cover all their financial needs.

Having worked as a financial analyst and fund manager, I am particularly impressed with the St. James's Place investment management approach which I believe is both distinctive and effective. I am always keen to present it, and to explain its merits. This is true of the whole range of products and services described on the company’s website.

I am a father of two children and understand the challenges, financial and otherwise, which parenthood, marriage, and divorce involves. In the spare time I have, I enjoy motorcycling, ruinous old cars and the odd game of tennis. I am also something of a historian, of the markets and otherwise.

Please do not hesitate to contact me to discuss any issues in which you may be interested. No matter how esoteric or difficult, either I, or one the specialist Partners with whom I work should be able to help you to find a solution.

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.

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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.

SJP Approved 27/01/2025

The Partner 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.

Simon Lunn