Phil Lund, Lund Wealth Management Ltd

Lund Wealth Management Ltd Financial Adviser
7th Floor Sunlight House
Quay Street
Manchester
M3 3JZ
Business or personal clients. Interested in reviewing their life cover / critical illness plans , pensions or Investment strategies.

Business Description

I have worked in financial services for 20 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 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 titles 'Partner' and 'Partner Practice' are marketing terms to describe St James's Place representatives.

My Recommendations

Phil Lund has recently carried out a pension review and life policy work for me and I can highly recommend Phil as a professional in his field. Thank you for all your help and patience Phil.

from Rebecca Dempster

Phil Lund is professional, efficient and extremely down to earth. He has given me peace of mind helping me through a minefield of pensions and life assurance policies. Thank you Phil

from Rebecca Dempster