Simon Lunn Email & Phone Number

As an adviser with St James's Place Wealth Management, I help individuals and companies to manage financial risk and to achieve consistent investment returns. I advise on the whole range of wealth management needs and objectives. I cover pensions and insurance/protection to complex issues such as Inheritance Tax and retirement planning and investing for income or growth. Quite simply, my approach is to work closely with clients to give them peace of mind. I assist them to plan for their personal and financial goals. They can then live their lives without having to worry about how their money is invested or with whom.I have worked in financial services as an analyst, fund manager, specialist salesman and derivatives expert since 1985. I have comprehensive experience of the financial markets. I have successfully advised private clients, institutional investors, companies and financial organisations. After 27 years in the City, I joined St. James's Place Wealth Management in September 2012 to provide tailored financial solutions to individuals and businesses.My advice covers all areas of wealth management, financial protection, pensions planning, mortgages, investment planning and financial planning. Please contact me directly if you would like to discuss any issues which may be of interest to you.Based in London and Farnham, my aim is to build and maintain long-term relationships with my clients. I will provide them with appropriate and trusted advice as their financial needs evolve over the years.Your home may be repossessed if you do not keep up repayments on your mortgage.The value of your investments with St James's Place may fall as well as rise. You may get back less than you invested.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.SJP approved 12/4/23

Listed skills include Equities, Financial Markets, Hedge Funds, Derivatives, and 14 others.