Lund Wealth Management Ltd

Reference number: 602853

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Lund Wealth Management Ltd (FRN 602853) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lund Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Lund Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 2 things worth a closer look

  • When lundwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07454 246440 is
  • Whether M3 3EB is a shared office: 68 other firms give it
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
08554072
Company status
Active
Company type
Private limited company
Incorporated
3 June 2013 (13 years old)
Registered office
C/O Ac Accountancy Services Uk Ltd 318 Chorley New Road, Horwich, Bolton, BL6 5PS, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Philip Lund Director Jan 1970 3 Jun 2013 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Employees (average)

2

Same as 2

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 08554072. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Lund Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (3) All events (6)

2017

1 June 2017

  • Philip Lund took control (75–100% of shares)

Companies House

2013

21 June 2013

  • Became an appointed representative

FCA register

3 June 2013

  • Incorporated at Companies House

Companies House

In the full report: all 6 events

  • All 6 events in its history (3 shown here)
  • Every director appointment and resignation: 3
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Firms like Lund Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Manchester

Adeptio Wealth Management LtdManchesterAppointed representativeAJ Barnes Financial Planning LtdManchesterAppointed representativeAJ Brown Financial Planning LtdManchesterAppointed representativeAlexander BartonManchesterAppointed representativeAnderton & Associates Financial Planning LimitedManchesterAppointed representativeAndrew Street Financial ServicesManchesterAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Lund Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details, 2 flagged
  • 7 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Lund Wealth Management Ltd FCA authorised?
Lund Wealth Management Ltd (FRN 602853) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Lund Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Lund Wealth Management Ltd (FRN 602853) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lund Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Lund Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Lund Wealth Management’s phone number and website?
The FCA register lists the phone number 07454 246440 and the website lundwm.co.uk for Lund Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Lund Wealth Management a scam or clone?
Lund Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Lund Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Lund Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Lund Wealth Management?
Companies House lists one person with significant control of Lund Wealth Management: Mr Philip Lund (75–100% of shares).
Who runs Lund Wealth Management?
Companies House lists one director of Lund Wealth Management: Philip Lund.
How long has Lund Wealth Management been in business?
The company was formed on 3 June 2013.
What do Lund Wealth Management’s latest accounts show?

Sources and links

The full report on Lund Wealth Management Ltd

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