Steve Lundberg

St. James’s Place

Managing your wealth should be simple. That's why we're making it personal. At SJP, we give you face-to-face, one-to-one guidance to help you achieve your life goals. We also provide access to our leading range of investment products. As a FTSE 100 company with £148.37 billion in managed funds, we can introduce you to some of the best talent in the industry. You'll build a personal, mutual relationship with your Partner, who'll always work with one goal in mind. That goal is set by you. Your vision for the future is unique. Yet, whatever your plans, we believe you'd rather take advice from someone you trust. That's why we want you to know us, just as much as we want to know you. The value of your investment can go down as well as up. You could get back less than you invested. The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. Members of the St. James's Place Partnership in the UK represent only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James's Place Wealth Management plc Registered Office: St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Registered in England Number 4113955. SJP Approved 06/10/22