A Reputation For Excellence...
Over the past 50 years John Lamb has earned a reputation for providing excellent financial advice and building strong relationships based on our experience and expertise. In 2007 the Chartered Insurance Institute awarded us the status of Corporate Chartered Financial Planner. This gold standard for financial advisers shows that we are highly qualified, reputable and capable of providing advice with integrity.
In recognition of the quality of our work and high standards of service we have also received a number of prominent industry awards. We are regularly named one of the best London IFAs and also appear on a renowned list of the country’s top 25 IFAs
Paula Steele (Managing Partner) – Leaders List 2017 wealthnet Top 25 Financial Planning Companies Financial Adviser Team of the Year 2016 (Society of Trust and Estate Practitioners, STEP) Mid Market Achievement Awards – Most Trusted Financial Advisory (UK) 2016 Wealth & Finance – Fund Manager Elite 2016 Professional Adviser – Adviser Firm of the Year (UK) 2016 Paula Steele (Managing Partner) – Leaders List 2016 Professional Adviser – Adviser Firm of the Year (London) 2016 New Model Adviser Top 100 Advisers 2015 Best for Inheritance Tax Planning 2015 (Finance Awards) Financial Advisers of the year 2015 (Finance Awards) Award for Excellence in Inheritance Tax – UK 2015 (AI Business Excellence Awards) Finalist Financial Adviser Team of the Year 2014 (Society of Trust and Estate Practitioners, STEP) New Model Adviser Top 100 Advisers 2014 Top 25 Financial Planning company 2014 (Eprivateclient) Trusts and Estates Advisory Firm of the Year in England 2014 (Corporate Intl Magazine Global Award) The UKs 50 Most Influential Private Client Practitioners 2014 – Paula Steele (Private Client Practitioner) Independent Financial Adviser Team of the Year 2012/13 (STEP) Top 25 IFA 2010,2011,2012 & 2013 (Private Client Practitioner)