Jh Lombard Ltd - Boutique Financial Advisory

Pensions

Both adults and children can benefit from government tax relief on pension contributions.

Investments

Whether you are investing for growth, seeking regular income, or using a trust or offshore structure as advised by your legal and tax advisers, we offer tailored investment solutions to meet your individual needs.

Our recommendations are based on proven, repeatable processes, and we work closely with your legal and tax advisers. Please note that access to the Financial Services Compensation Scheme (FSCS) may not apply to all of our services. For more information, visit the FSCS website.

EIS & VCT

Investors can benefit from specific tax reliefs by investing in knowledge-intensive start-up companies across sectors such as science, technology, medicine, bioscience, and artificial intelligence.

EIS (Enterprise Investment Scheme) and VCT (Venture Capital Trust) investments are regulated by the FCA and approved by HMRC.

Protection

We provide private medical insurance, life cover, and critical illness cover to help ensure you and your family are protected.

Private Clients

Kun Eren - Chartered Financial Advisor

Kun stands out with her Chartered Adviser status and over 15 years of experience in the UK financial services industry.

Her career began in business-to-business distribution of pension and investment products, investment funds, and investment platforms, where she excelled as a Business Development Manager. Kun has worked for Scottish Widows and AXA Wealth UK, earning her Chartered Adviser status while AXA was listed among the Global Fortune 100 companies.

In 2012, Kun transitioned to the retail sector, focusing on advising ultra-high-net-worth clients, including board directors of prominent energy companies, founders of private equity firms, and business owners.

Kun holds the Advanced Diploma in Financial Planning.

Kun's FCA registration details:

https://register.fca.org.uk/s/individual?id=003b000000LVw56AAD

JH Lombard Ltd (FCA No. 914697) is an Appointed Representative of Julian Harris Financial Consultants (FCA No. 153566), which is authorised and regulated by the Financial Conduct Authority.

The Financial Ombudsman Services (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

JH Lombard Ltd is registered on the UK Companies House, company number 12199323, registered office address: 35 New Broad Street, London, England, United Kingdom, EC2M 1NH