John Lamb Wealth Management

Independent Financial Adviser 34 Southwark Bridge Road, London, London, SE1 9EU
FCA verified
10th December 2018
We provide a flexible service with a fair and clear fee structure.
We can advise you on
    • ISAs
    • OEICs
    • Unit trusts
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
    • Lump sum
    • National savings
    • Regular savings
    • School fees planning
Meet our advisers
adviser-person
Amanda Curd
Associate
adviser-person
Alex Shields
Associate
adviser-person
Paula Steele
Managing Director
adviser-person
David Gruenstein
Associate Director
adviser-person
Crispin Homer
Director & Head of Investments
adviser-person
Donna Buffham
Associate Director
Where to find us

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

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.

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

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