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    Simon Lunn

    Associate Partner St James's Place Wealth Management

    Simon Lunn is an experienced financial adviser with St James's Place Wealth Management, specializing in helping individuals and companies manage financial risks and achieve consistent returns.

    With over three decades of experience in financial services, Simon has worked as an analyst, fund manager, specialist salesman, and derivatives expert before joining St. James's Place Wealth Management in 2012.

    His expertise includes advising on a wide range of wealth management needs such as pensions, insurance, inheritance tax, retirement planning, and investment strategies for income or growth.

    Simon's approach involves working closely with clients to provide tailored financial solutions, giving them peace of mind to focus on their personal and financial goals.

    Covering areas like wealth management, financial protection, pensions planning, mortgages, investment planning, and financial planning, Simon aims to build long-term relationships and provide trusted advice that evolves with his clients' changing financial needs.

    Educationally, Simon studied Political Science for his Bachelor's degree at the University of Warwick and attended St Edward's School in Oxford.

    Currently an Associate Partner at St. James's Place Wealth Management, Simon has held various roles in prestigious organizations like Newedge, Pali Capital, Commerzbank AG, Enskilda Securities Capital Management, BZW, Exane, UBS, and Dean Witter Reynolds.

    Based in London and Farnham, Simon is available for direct consultations on a wide range of financial matters.

    Simon Lunn
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    Location

    Westminster Abbey, Greater London, United Kingdom