John Lamb Wealth Management
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Investments
- ISAs
- OEICs
- Unit trusts
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Pensions & retirement
- Stakeholder
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
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Savings
- Lump sum
- National savings
- Regular savings
- School fees planning
34 Southwark Bridge Road, London, London, SE1 9EU
John Lamb Wealth Management provides 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 work to build long-term relationships and some families have been working with John Lamb for more than 50 years.
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 through Purple Strategic Capital. We also have relationships with external discretionary fund managers for clients with special requirements.
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