Lund Wealth Management Ltd is a Partner Practice of St. James's Place which is one of the UK's leading wealth management organisations. The company was founded in 1991 by the late Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management.
As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with a FTSE 100 company.
The value of an investment with St. James's Place wil 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.
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.