Carl Bungay
Financial Adviser @Frontier Wealth
Signup · Get unlimited contacts
WORK HISTORY
Financial Adviser @Frontier Wealth
London, GB
EDUCATION
Edge Hill University
Bachelor of Arts - BA, Education
ABOUT CARL BUNGAY
I specialise in meeting the holistic financial requirements of businesses and professionals who have created or want to create substantial capital or income. My clients needs tend to be unique and sometimes complex. Therefore, I provide a dedicated, personal relationship with all my clients offering them a bespoke wealth management service. I provide expertise in investment planning, inheritance tax planning, Retirement planning (in addition to reviewing existing pension provisions), corporate/personal protection and mortgages.Your home may be repossessed if you do not keep up repayments on your mortgage.The value of your investments can go down as well as up. You could get back less than you invested. Frontier Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management which is regulated by the Financial Conduct Authority. SJP approved
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.