Lamb and Associates Lifestyle Financial Planning

Independent Financial Adviser  Unit 1, Meadowfield Court, Newcastle Upon Tyne, NE20 9SD
check
FCA authorised
Last authorised 20th September 2021
Financial planning organises your financial affairs, improves your quality of life, and gives you clear vision and peace of mind.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions review
check
Pensions transfer
check
Buy my next home
check
Mortgage protection
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
Meet our advisers
MR David Lamb DipFA MIFS
Partner and Financial Planner
About us

Lamb & Associates are lifestyle financial planners. With 26 years in business and a host of professional and industry qualifications you can be confident you have found a reliable team who will offer realistic planning and robust advice.

Many people now expect to live to a great age and to enjoy a standard of living undreamed of in earlier times. In practice this will only be possible if they arrange their affairs so that they will be financially independent and able to afford their desired lifestyle.

We will review your existing arrangements and prepare clear financial statements showing your current and future cash flow and net worth. You have to know where you are now before deciding what needs to be done to achieve your future aspirations. We will help define and cost your desired lifestyle and will use our sophisticated specialist software to create a computer model of your arrangements so that alternative courses of action can be explored and a plan developed which meets your objectives.
Money management is now a full time occupation and financial planning has become essential for anyone who is serious about achieving financial independence and living the life they’ve always dreamed of.

Our services

We help our clients organise their affairs, create and protect capital and achieve their desired lifestyle. Our advice is pro-active, independent and objective.

We help you improve the quality of your life through better planning of your investments, your business and your financial and tax arrangements. Some people feel their lives have become unbalanced and they are not enjoying the quality of life that they desire. They have assets but insufficient cash, the fun has gone out of much of what they do and they want to develop their lives in a slightly different way. We can help do this.

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

Unit 1, Meadowfield Court, Ponteland, Newcastle Upon Tyne, NE20 9SD

Similar advisers near you

Independent Financial Adviser 0.34 mi
We help you access a clear and easy way to look at and monitor all of your financial planning in one place, and help you assess where you will be at in various stages of your life.
 
Independent Financial Adviser 1.22 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 2.65 mi
We can advise you on: Pensions and retirement. Defined Benefit Pension Transfers. Investment. Inheritance Tax Planning.
 
Independent Financial Adviser 4.77 mi
Our aim is to ensure the long term prosperity of our clients. Not everyone’s financial advice is independent. Ours is.