Tarun Kundi
DipPFS
With over a decade of experience as a Financial Adviser, Tarun founded Vantage with two key objectives: to make financial advice accessible to everyone and to provide meaningful career opportunities in the financial services industry.
Tarun believes that everyone needs a clear financial plan, and he is dedicated to creating straightforward strategies that help clients save and build financial security with confidence, even if they lack the time or expertise. His goal is to simplify financial planning and make it effective for all.
In addition to his client work, Tarun is committed to nurturing talent within the industry. He provides guidance and career opportunities to those who share his vision. Under his leadership, Vantage is known for its commitment to both client satisfaction and fostering a supportive, forward-thinking work environment.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
