Joe Lund

I provide advice on the structuring and investment of tax-efficient portfolios including ISAs, pensions, and trusts. 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 am a Chartered Financial Planner and a Fellow of the Personal Finance Society (FPFS) within the Chartered Insurance Institute. I am also a Chartered Fellow (FCSI) of the Chartered Institute for Securities and Investment. Having graduated from the University of York with a degree in economics in 2015, I joined Rathbones as part of our merger with Investec Wealth & Investment in 2025.