John Lamb – A 55 Year History
John Lamb, LLC is an Independent Financial Advisor (IFA) that was established in 1959 and has established a reputation for delivering high-quality financial advice to its clients based on the expertise and experience of its team.
John Lamb prides itself on building strong and lasting relationships with its clients as testified by many clients who have maintained their business with the firm for over 55 years, and who continue to refer their friends, family members and colleagues to the firm.
The firm received the coveted Corporate Chartered Financial Planner status from the Chartered Insurance Institute in 2007, representing recognition of the firm’s adherence to the highest standards of service and integrity expected by the governing body.
Large, Yet Small Enough to Deliver
When it comes to the size of the firm, John Lamb is in an enviable “sweet spot” of being large enough to be able to offer a diverse range of services to its clients, yet small enough to deliver individualised and personalised service to every client.
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John Lamb works with its clients using any one of the below approaches:
- Directly as an independent financial advisor
- Using its large network of other renowned specialists, including accountants, lawyers, and tax specialists
- Working in concert with a client’s existing legal, tax or financial planners and advisers
John Lamb supports its clients through a team of 8 financial advisers, five of whom are qualified Chartered Financial Planners, with others working to obtain that designation; and 12 additional team members that provide administrative support.
The firm has been recognised by its peers and the financial industry for its commitment to high-quality services to its clients, with a number of coveted awards and accolades; and they routinely receive honors for being one of the best London IFAs and named to the top 25 IFAs list.
Over the years, the company has also received other awards and recognitions, including Finalist Financial Adviser Team of the Year 2014 (Society of Trust and Estate Practitioners, STEP), New Model Adviser Top 100 Advisers 2014, Top 25 Financial Planning Company 2014 (Eprivateclient), Trusts and Estates Advisory Firm of the Year in England 2014 (Corporate Intl Magazine Global Award), The UKs 50 Most Influential Private Client Practitioners 2014 – Paula Steele (Private Client Practitioner), Independent Financial Adviser Team of the Year 2012/13 (STEP), Top 25 IFA 2010,2011,2012 & 2013 (Private Client Practitioner), and New Model Adviser of the Year 2011 & 2012, Greater London Regional Winner.
John Lamb Review – Highlighted Key Team Members:
- Paula Steele
- Ian Balgarnie
- Donna Buffham
- David Gruenstein
- Dominic Lacey
- Rob May
- Matt Rann
Image Source: John Lamb, LLC
John Lamb Reviews – Services:
- Tax Planning
John Lamb’s Address Information:
- 34 Southwark Bridge RoadLondon SE1 9EU
To Contact John Lamb:
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