1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. London
  6. breadcrumb-arrow
  7. John Lamb Wealth Management

John Lamb Wealth Management

Independent Financial Adviser  34 Southwark Bridge Road, London, SE1 9EU
check
FCA authorised
Last authorised 1st March 2021
We provide a flexible service with a fair and clear fee structure.
We can advise you on
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Stockbroking services
check
Long term care
Meet our advisers
MS Donna Buffham
Associate Director
MR Crispin Homer
Director & Head of Investments
MR David Gruenstein
Associate Director
MS Paula Steele
Managing Director
MR Alex Shields
Associate
MS Amanda Curd
Associate
About us

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

34 Southwark Bridge Road, London, London, SE1 9EU

Similar advisers near you

Aurora Financial Solutions Limited
Independent Financial Adviser 0.22 mi
Whether you simply need a bit of guidance or require a fully advised bespoke service- We can help.
 
See profile
Quilter Financial Planning - Edmund Hastie
Restricted - whole of market 0.34 mi
You work hard for your money. Does your money work hard for you? You visit your doctor for a physical heathcheck. Why not have a free financial healthcheck to ensure you are making best use of growth and tax efficiencies?
 
See profile
Credius Wealth Limited
Restricted - whole of market 0.39 mi
We help wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs. They are concerned that if they do not address this area they will miss out on opportunities, or worse, set themselves up for future of potential exposure, disappointment and/or financial loss.
 
See profile
Drewberry Wealth Management
Restricted - whole of market 0.39 mi
Drewberry exists to improve your financial wellbeing. Tired of the way financial services treated clients like numbers, Andrew Jenkinson and Tom Conner founded Drewberry to upend the way people think about their finances and to put you, the client, first
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.