Unlike many financial advisers, we work closely, as a team, for each client. This means that our clients benefit from a wide range of knowledge and experience, whilst benefiting from a friendly personal relationship with one member of the team. Eight eyes are better than two!
The team consists of:
David Lamb |
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David established Lamb and Associates in 1992 after seven years working with Provident Mutual, Prudential and Scottish Mutual. Before starting work, he qualified in Business and Finance at Sunderland Polytechnic.
David’s main areas of interest in work include lifestyle and estate planning and has a passion for formulating plans that enable our clients to achieve their personal goals. He has advanced qualifications in Taxation and Trusts and is currently studying towards achieving the Diploma for Financial Advisers (DipFA).
Outside work, David enjoys spending time with his family, cycling and hill walking and is working toward qualification as a youth cycling coach.
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Bill Marshall Dip PFS |
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Bill has been practicing as a financial planner for more than 16 years. He was educated at the High School of Glasgow and Robert Gordon University.
Bill is the technical person within the team and has passed the Personal Finance Society examinations in the following areas:
- Financial Planning Certificate
- MAQ Mortgage Advice Qualification
- CF2 Investment and Risk
- CF4 Retirement Planning
- CF7 Lifetime Mortgages
- CF9 Pension Simplification
- J04 Pension Funding Options
- J05 Pension Income Options
- J06 Investment Principles, Markets & Environment
- G10 Taxation & Trusts
- G20 Financial Planning
- G30 Marketing
- AF2 Business Financial Planning
- AF3 Pension Planning
- AF4 Investment Planning
Bill is married with four children (three sons and one daughter). He has been chairman of his local cricket club for the last three years, is a qualified rugby union youth coach and referee. When his youngest son joined cubs, Bill became an assistant pack leader.
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Susan Lamb |
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Susan joined Lamb and Associates in 1993 as office manager and is no relation to David (which often causes confusion!). Her main duties are the smooth running of the office, managing our data base as well as supporting David and Bill with client work. Susan has qualifications in Business Studies, CII Financial Planning Certificate, 1 and 2 as well as the Certificate in Financial Administration. |
Carolyn Lott |
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Carolyn joined Lamb and Associates in 2001 as an administrator, with her main responsibilities now being managing our data base, helping to compile reports and working with Susan to ensure that the office runs smoothly. She was educated at Whitley Bay Grammar School and Sheffield University. |
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