What Is The John Lamb Difference?

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 have a strong reputation for our technical capabilities, being thorough and ensuring all work is accurate through close attention to the details. Our financial planning solutions can also be complex and innovative. While other firms see these approaches as a challenge, at John Lamb they are standard practice.

We provide a flexible service with a fair and clear fee structure. According to your needs, we can work as part of a broader team and collaborate with other financial specialists including accountants, lawyers and tax advisers. Through our understanding of your overall circumstances we make sure everyone is working in your best interests and focused on achieving your objectives.

 

Our Dedication To Excellence

Everyone at John Lamb is dedicated to the firm’s core values. These drive excellence throughout our work and our relationships with clients, colleagues and other specialist advisers.

 

Knowledge & Ability

We understand the complexity of financial advice and that it requires high calibre advisers who think independently. That is why we are committed to developing and maintaining our skills and always working to the best of our technical abilities.

 

Listening & Understanding

We invest the time needed to develop a deep understanding of your financial situation, commitments and aspirations. We then maintain an ongoing conversation so that we can adapt your financial plans to reflect your changing circumstances.

 

Clarity & Precision

We provide clearly articulated financial advice in a straightforward way so that it is easy for you to understand. Across all our work we have a strong reputation for our technical abilities, attention to detail and accuracy.

 

Transparency & Flexibility

Our fees are clear and flexible, and match the level of complexity of advice. This flexibility extends to the way in which we work through our trusted network of specialist advisers, including accountants, lawyers and tax specialists.

 

Our Commitment To You

As a reflection of the quality of our work, many of our clients have come to us as recommendations. We like to build long-term relationships and some families have been working with John Lamb for more than 50 years. However, we also provide advice on individual financial matters according to your specific needs.

What can you expect as a client coming to John Lamb? As an independent firm of financial advisers with Chartered Financial Planner status, 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.

 

 

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