John Lamb Wealth Management

Independent Financial Adviser  34 Southwark Bridge Road, London, SE1 9EU
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FCA authorised
Last authorised 1st March 2021
We provide a flexible service with a fair and clear fee structure.
We can advise you on
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Stockbroking services
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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

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