Our Team

Paula Steele

Managing Director

Paula is John Lamb Wealth Management’s Managing Director and has worked in the financial services industry for 40 years. Paula’s extensive knowledge and expertise extends across all areas of financial planning, enabling her to deliver comprehensive and cohesive solutions. She uses her experience to resolve particularly complex and challenging issues for individuals and families.

Paula has played an important role in improving standards throughout the financial advice industry over the past few years and contributes regularly to the media. Her professional accreditations include Chartered Financial Planner, IMC and being an Affiliate of STEP (Society of Trust and Estate Practitioners).

Paula really values the long term nature of many of her client relationships and remains enthused about building new ones alongside her younger directors and associates.
  


Paula Steele

Crispin Homer

Director & Head of Investments

Working across all areas of financial planning, Crispin helps individuals and families plan ahead and find effective ways to manage their wealth. He has particular expertise in pre and post-retirement investment planning and inheritance tax planning. Crispin is also an Executive Director and a member of the John Lamb Wealth Management board.

Crispin has 13 years of experience in financial services. Before joining John Lamb, he worked for several leading UK firms as a financial adviser and has also managed discretionary investment portfolios. Crispin is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), a Chartered Wealth Manager and a Chartered Financial Planner.
  


Crispin Homer

Emma Steele

Operations Director

As Operations Director, Emma is responsible for ensuring the flow of information to and from clients is administered and processed smoothly and efficiently, and that the appropriate regulatory systems and controls are in place. Emma also manages John Lamb’s non-advisory activities including business support, finance, human resources, information technology and facilities and is our Money Laundering Reporting Officer.

Emma has extensive experience of financial services, most recently at BNP Paribas Securities Services, a leading provider of administrative services to fund managers. Working with them for over nine years, Emma had a number of responsibilities associated with the administering and pricing of securities for a range of fund managers.
  


Emma Steele

David Gruenstein

Chartered Financial Planner

David has worked in financial planning since 1992 and has a broad knowledge across all areas, including pre- and post-retirement planning and tax-efficient investment planning. He has particular expertise in inheritance tax planning, and finding effective ways to structure family assets in order to take advantage of the various reliefs available for mitigating liabilities.

David joined John Lamb in 2011 and previously worked as a financial adviser for several large national firms. He is highly qualified as a Fellow of the Personal Finance Society, Chartered Financial Planner and an Affiliate of STEP (Society of Trust and Estate Practitioners). David graduated from the University of Oxford where he read chemistry.
  


David Gruenstein

Donna Buffham

Chartered Financial Planner

Donna’s areas of expertise include arranging family protection (such as life and health assurance), tax-efficient investment planning, retirement planning (including complex pensions and divorce settlements) and mitigating inheritance tax.

Donna has worked in the financial services industry for more than 20 years. She believes in working in partnership with her clients in order to develop strategies and financial plans that evolve as their circumstances change. Donna’s professional qualifications include Chartered Financial Planner, Institute of Financial Planners and being an Affiliate of STEP. She is also an Associate Member of SOLLA, the Society of Later Life Advisers, and working towards full accreditation.
  


Donna Buffham

Alex Shields

Chartered Financial Planner

Alex joined John Lamb in 2014 and is one of our Chartered Financial Planners. He has experience across the full range of financial planning services with a particular focus on pensions. Alex believes the ever-changing legislative landscape offers an opportunity for financial advice to add real value to the circumstances of clients and their families.

Alex has worked in financial services since graduating from Exeter University with an honours degree in Economics in 2008 and he previously spent a number of years at another top city financial planning firm. In addition to being a Chartered Financial Planner, his professional qualifications include being an Affiliate of STEP.
  


Alex Shields

Amanda Curd

Chartered Financial Planner

Amanda has over 20 years’ experience working in the financial services industry and joined John Lamb in 2014. She specialises in the technical side of financial planning through detailed analysis of clients’ financial arrangements. Amanda works closely with advisers to formulate appropriate solutions and strategies across a range of financial planning areas.

Amanda holds the Advanced Diploma in Financial Planning, is a Chartered Financial Planner and is an Affiliate of STEP. She graduated from the University of Hull where she read music.
  


Amanda Curd