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  The Cost of Using the Lamb and Associates Service
 
 

We charge purely for the time you require and can explain our remuneration in detail on an individual basis.

If Lamb and Associates purchase investments, insurance or pensions for clients any commission received will be noted when calculating fees chargeable. This can then be used to enhance product terms or offset against fees, with any surplus being retained to fund future work.

Please note that it is not Lamb and Associates′ policy to rebate commission.

A written estimate of our costs and our Terms of Business are available on request.

 
 

     
 

Essential questions you should ask yourself about your lifestyle

 
     
 
  • WHAT do I want to do with the rest of my life?
  • WHEN can I stop doing what I no longer enjoy?
  • WHEN can I start doing what I really love?
  • WHAT do I need to do to ensure that I NEVER run out of money?
  • WHAT do I need to do to ensure that my family are totally financially secure WHATEVER happens?
  • HOW MUCH money is ENOUGH?
 
     

       
  Lamb and Associates is the trading name of Lamb and Associates Independent Financial Planning Ltd
Registered office as above. Registered in England No. 02797191. This site is intended for UK consumers only.
Lamb and Associates Independent Financial Planning Ltd is an appointed representative of Sesame Ltd, which is authorised and regulated by the Financial Services Authority. Sesame is entered on the FSA register under reference 150427.

© Lamb & Associates 2009
 
       

  The FSA does not regulate Trusts, National Savings, Will Writing, Business Coaching and some forms of Tax Planning.