What We Do

We provide financial planning and investment advice (also known as wealth management) to individuals and family groups, helping them to plan and achieve their financial goals. We like to build long-term relationships and some families have been working with John Lamb for more than 50 years.

Why Choose Us?

As a medium-sized firm of financial experts and advisers, we are large enough to offer a depth of expertise across a broad spectrum of financial matters, whilst at the same time small enough to be able to deliver an attentive level of service and develop a close working relationship with our clients based on trust and integrity.

We provide a flexible service with a fair and clear fee structure. Our services are delivered through a range of in-house personal portfolios specific to John Lamb Wealth Management clients, managed by Purple Strategic Capital. We also have relationships with external discretionary fund managers for clients with special requirements.

Our Commitment To You

What can you expect as a client coming to John Lamb Wealth Management? Our commitment to you is that we will:

• Ensure we understand your financial circumstances and needs thoroughly and place your interests at the heart of our advice.
• Earn and maintain your trust by being open, transparent and cooperative at all times.
• Protect your interests and work within the limits of our abilities and what you authorise us to do.
• Provide relevant information and documentation for all advice we give.
• Avoid any conflicts of interest between you and us or another party.

Our Story

John Lamb Wealth Management are based in London’s vibrant Bankside. We provide expert financial advice to people who want to preserve and grow their wealth responsibly for this generation and the next.

We are appointed representatives of John Lamb LLP, an independent firm of Chartered Financial Planners established in 1959. John Lamb are renowned for our customer service and industry knowledge and have won more than 15 industry awards in the past five years.

Contact us for an informal and informative discussion about your finances.

    

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