About me

I specialise in providing advice on the structuring and investment of tax-efficient portfolios including ISAs, pensions, and trusts. This involves building long-term financial plans and cashflow models to provide peace of mind to clients and their families.

My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular client needs.

When providing investment recommendations I work closely alongside Investec’s specialist in-house research team of financial analysts to deliver a tailored service for my clients. One of Investec’s greatest strengths is our ability to combine such high-quality research in portfolio construction, alongside a bespoke planning approach to integrate your personal goals or values.

Background/Experience

After graduating in economics from The University of York in 2015, I spent the first two years of my career working at a local wealth management practice. On completion of my initial qualifications I then joined Investec and work within our wealth planning team which encompasses all aspects of our financial planning and investment management services.

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society within the Chartered Insurance Institute. I am also a qualified investment manager with the Chartered Institute for Securities and Investment.

My interests

I love watching and playing most sports and play with various 5-a-side football teams around London. I live a short walk from our London offices and try to make the most of everything that the city has to offer including trying to get to as many Arsenal matches as I can.

My areas of expertise

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Joe Lund

My aim is to give clients peace of mind with their finances so that they are free to focus on what is most important to them.