John Lamb Wealth Management, the recently-launched wealth management business from financial planners John Lamb LLP, is now accepting new clients.
Running alongside John Lamb’s existing award-winning businesses, 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. Clients can opt for either an investment only proposition, or a full financial planning service.
John Lamb provides 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, powered by Purple Strategic Capital, who work with firms with circa GBP4 billion of assets under management. John Lamb also has relationships with external discretionary fund managers for clients with special requirements.
Managing Director Paula Steele says: “John Lamb aims to build long-term relationships with our clients and have been working with some families for more than 50 years. We have been running this service for our existing clients for many years and we see this launch of a dedicated business as a natural extension of our award-winning services to a wider audience.”
Crispin Homer, Investment Director of John Lamb Wealth Management, says: “I joined John Lamb because of the reputation the business has for top quality advice and providing solutions to a range of different clients. Having met with the planning team and the investment team, I was convinced by the quality of the offering and the potential to bring this to wide range of new clients. John Lamb Wealth Management is now able to offer an institutional grade investment proposition to go alongside the continued planning expertise and client service that John Lamb has always been known for. We are now looking to build this capability and organically grow our client base whilst maintaining the excellence of advice.”
