I have worked in financial services for 24 years and provide holistic advice to both Business and private clients.
My advice covers all areas of wealth management, including, retirement planning, estate planning, including Inheritance Tax advice, wealth protection, savings, investments, and personal / business protection. Please visit my website at www.lundwm.co.uk for further details.
As a Partner Practice of St. James’s Place Wealth Management based in the North West, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
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.