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John Lamb Wealth Management


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John Lamb Wealth Management provide expert financial advice to people who want to preserve and grow their wealth responsibly for this generation and the next.

We are appointed representatives of John Lamb LLP, an independent firm of Chartered Financial Planners established in 1959. John Lamb are renowned for our customer service and industry knowledge and have won more than 15 industry awards in the past five years.

How we can help you pay for care

Long-term care is one of the biggest financial commitments you can make. Many people opt to use their savings and investments to finance care, but it is usually worth getting financial advice beforehand to ensure that care fees can always be met, and that you can pass on as much of your estate as possible.

John Lamb Wealth Management provide 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 like 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.

Meet Our Advisors

Paula Steele, Managing Director

Paula is John Lamb Wealth Management’s Managing Director and has worked in the financial services industry for 40 years. Paula’s extensive knowledge and expertise extends across all areas of financial planning, enabling her to deliver comprehensive and cohesive solutions. She uses her experience to resolve particularly complex and challenging issues for individuals and families.

Her professional accreditations include Chartered Financial Planner, IMC and being an Affiliate of STEP (Society of Trust and Estate Practitioners).

Email Paula at paula.steele@johnlamb.co.uk

Crispin Homer, Director & Head of Investments

Working across all areas of financial planning, Crispin helps individuals and families plan ahead and find effective ways to manage their wealth. He has particular expertise in pre and post-retirement investment planning and inheritance tax planning.

Crispin has 13 years of experience in financial services. Crispin is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), a Chartered Wealth Manager and a Chartered Financial Planner.

Email Crispin at crispin.homer@johnlamb.co.uk

David Gruenstein, Chartered Financial Planner

David has worked in financial planning since 1992 and has a broad knowledge across all areas, including pre- and post-retirement planning and tax-efficient investment planning. He has particular expertise in inheritance tax planning, and finding effective ways to structure family assets in order to take advantage of the various reliefs available for mitigating liabilities. David is also authorised as an equity release specialist, helping families and individuals to explore all the options available.

David is highly qualified as a Fellow of the Personal Finance Society, Chartered Financial Planner and an Affiliate of STEP (Society of Trust and Estate Practitioners).

Email David at david.gruenstein@johnlamb.co.uk

Donna Buffham, Chartered Financial Planner

Donna’s areas of expertise include arranging family protection (such as life and health assurance), tax-efficient investment planning, retirement planning (including complex pensions and divorce settlements) and mitigating inheritance tax. She is also authorised as an equity release specialist where she helps individuals and their families explore all options available.

Donna has worked in the financial services industry for more than 20 years. Her professional qualifications include Chartered Financial Planner, Institute of Financial Planners and being an Affiliate of STEP. She is also an Associate Member of SOLLA, the Society of Later Life Advisers, and working towards full accreditation.

Email Donna at donna.buffham@johnlamb.co.uk

Alex Shields, Chartered Financial Planner

Alex joined John Lamb in 2014 and is one of our Chartered Financial Planners. He has experience across the full range of financial planning services with a particular focus on pensions. Alex believes the ever-changing legislative landscape offers an opportunity for financial advice to add real value to the circumstances of clients and their families.

In addition to being a Chartered Financial Planner, Alex’s professional qualifications include being an Affiliate of STEP.

Email Alex at alex.shields@johnlamb.co.uk

Amanda Curd, Chartered Financial Planner

Amanda has over 20 years’ experience working in the financial services industry and joined John Lamb in 2014. She specialises in the technical side of financial planning through detailed analysis of clients’ financial arrangements. Amanda works closely with advisers to formulate appropriate solutions and strategies across a range of financial planning areas.

Amanda holds the Advanced Diploma in Financial Planning, is a Chartered Financial Planner and is an Affiliate of STEP. She graduated from the University of Hull where she read music.

Email Amanda at amanda.curd@johnlamb.co.uk

Contact us to arrange a consultation

One of our specialist financial advisers will contact you for an initial phone conversation, followed by a face-to-face meeting, in which we will explore your situation along with any specific questions you may have about your finances before discussing the various options available.

We will then write to you to confirm what we have discussed. At this point there is no obligation to take up any of our services and you are free to implement the options we have discussed yourself. If you do choose to work with us then we will set out a course of action along with a breakdown of all costs involved.

John Lamb are based in London’s Bankside district, and cover London and the South East.

Contact information

John Lamb Wealth Management

34 Southwark Bridge Road

London SE1 9EU

Tel: 020 7633 2222

Email: mail@johnlamb.co.uk

Web: www.jlwealth.co.uk

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Full Address

34 Southwark Bridge Road

London

SE1 9EU

How to contact John Lamb

Tele – 020 7633 2222

Email – mail@johnlamb.co.uk

Web – www.jlwealth.co.uk

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