Traditional values such as service and integrity form the cornerstone of the Jean Lamb Wealth Consultancy. I firmly believe in putting you, my clients, first and in building a strong and lasting relationship with you as your trusted adviser.
I appreciate that your financial situation is unique. I do not believe in “off the peg” financial solutions; hence I specialise in providing individually tailored face-to-face advice. Working closely with my clients to obtain an in-depth understanding of their personal finances and forming a relationship built on trust is important to me.
The aim of my practice is to help all those wishing to secure their financial position through one single relationship, whether the priority is to:
- Build and preserve capital
- Reduce an Inheritance Tax liability and preserve family wealth
- Improve income
- Gain financial protection against risk
Principal of the Jean Lamb Wealth Consultancy