Carl Bungay
BA(Hons), DipPFS Cert (MP+ER)
Carl specialises in meeting the holistic financial requirements of business owners and professionals who have created or want to create substantial capital or income.
His client needs tend to be unique and sometimes complex. Therefore, he provides a dedicated, personal relationship with all his clients offering them a bespoke wealth management service.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
About
Carl provides expertise in investment planning, inheritance tax planning, retirement planning (in addition to reviewing existing pension provisions), and mortgages.
Furthermore, advising businesses and private clients on protection plays a crucial role in all that Carl does when it comes to preserving his clients wealth and providing peace of mind for them and their families.
In his spare time, you will find Carl playing football, tennis and trying to learn the game of golf. Weekends are taken up by Everton (not for the light-hearted) and long walks with his partner, Lucy.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
