Company Information

Get to know pam mundell financial planning services

Pam Mundell Financial Planning Services is an advisory firm based in Salisbury, Wiltshire, led by Chartered Financial Planner Pam Mundell. The company focuses on building long-term relationships with clients to help them secure their financial futures. As an Appointed Representative and Partner Practice of St. James's Place Wealth Management plc, the firm offers a range of services including investment planning, retirement planning, inheritance tax planning, and protection. Their mission is to provide trusted, face-to-face financial advice tailored to the specific needs and goals of their clients.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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pam mundell financial planning services

Canada

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.