Lamb & Associates Independent Financial Planning Ltd

01661 860438           enquiries@lambandassociates.co.uk

Unit 1 Meadowfield Court, Ponteland, Newcastle-upon-Tyne NE20 9SD

Lamb and Associates Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 782092. Financial Services Register number 624597.

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Planning financial freedom

 

Lamb & Associates are lifestyle financial planners. With 26 years in business and a host of professional and industry qualifications and accreditations you can be confident that you have found a reliable team who will offer you realistic planning and robust advice.

 

Many people now expect to live to a greater age than their parents or grandparents and to enjoy a standard of living undreamed of in earlier times.

In practice this will only be possible if they have arranged their affairs so that they will be financially independent and able to afford their desired lifestyle.

 

Money management and investment is now a full time occupation and financial planning has become essential for anyone who is serious about achieving financial independence and living the life they’ve always dreamed of.

 

The Benefits 
  • Organise your financial affairs
  • Improve your quality of life
  • Achieve financial independence
  • Ensure your family is secure
  • Clear vision
  • Peace of mind
Financial independence is . . .

 

Financial independence is generally used to describe the state of having sufficient personal wealth to live without having to work actively for basic necessities. For financially independent people their assets generate greater income than their expenses. [Definition from Wikipedia]

 

 

A financial planner is . . .

 

A financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners). [Definition from Wikipedia]

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