15/12/2021
Meet David Lunn!
Founder and director of Foundation Stone Financial Planning Ltd, David Lunn has worked in finance for over 35 years.
🌍 After working in Hong Kong, David returned to his native Bermuda where he helped establish HSBC Premier Banking.
Landing in Ireland in 2007, he spent over a decade with Bank Of Ireland, where as a private banking manager, he focused on pension funding, wealth extraction, cash management solutions, and investments with a focus on long-term capital preservation and growth.
“For more than 30 years I have helped business owners, aged between 55 and 70 and with a net worth of over €2 million, by bringing organisation and clarity to the tough, personal money decisions they have had to make,” David says.
A Life Centred Financial Planner, David’s skills are in offering objectivity with his financial knowledge and experience, as clients navigate what can often be emotional financial decisions at various transitions in their lives.
👍 David will help you to plan ahead for the financial events you’ve not yet considered, using his knowledge of life's many transitions and also, access to the market’s financial products.
When you’re looking for financial solutions, an objective viewpoint is a must when seeking advice, as many financial advisors will scramble for your attention and the commission that it will earn them.
Get in touch today for a free, no-obligation chat about your financial present and future.
