Carl Bungay Ba(Hons), DipPFS, Cert II (MP)- Wealth Management Consultant Through a deep understanding of my clients' goals and aspirations, along with a full appraisal of their current situation, I advise business and individuals in the following areas: •Corporate and individual protection •Tax Planning •Retirement Planning •Savings and Investment Planning •Estate PlanningMortgages Based in the North West of England, I represent interests of clients and their families from around the UK, with all new enquiries coming from personal introductions from existing clients, professionals and small businesses.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

The St. James’s Place Academy provides what we believe is an unrivalled development programme for outstanding individuals. The Academy offers exceptional training and development and dedicated ongoing support, helping you to start your own wealth management business and continue to build it into a successful practice.

Trustee & Investment Services specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.