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.
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.