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our attitude towards money | service options | our team | the cost of our services
                 
  Our Attitude Towards Money   Service Options   Our Team   The Cost of Our Services  
  We offer a unique approach to financial advice. Click here to discover the philosophy behind Lamb and Associates, which is the key to our success, and see if you agree with them.   Find out more about the wide range of services we offer and how they can benefit you.   Meet the people you will be working with if you become a Lamb and Associates client.   We have structured our remuneration to ensure that you can be confident that, at all times, we work in your interests. Click here to find out more.  
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Welcome to Lamb and Associates

Lamb and Associates is a financial planning company based in Ponteland, five miles North of Newcastle, established in 1992.

Our lifestyle services can help you:

  • to be financially better organised
  • to improve your investment returns
  • to reduce tax liabilities
  • to manage financial risk better
  • to avoid running out of money
  • above all, to achieve and maintain your desired lifestyle

We offer a very special comprehensive financial planning and investment service linked to lifestyle planning – we have been offering our services since 1992.

 

     
 

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.