David is passionate about helping clients who have retired to spend and gift their wealth to achieve their desired lifestyle and that of the family without the fear of running out of money.
David established Lamb & Associates over twenty years ago in 1992. He is a qualified financial planner with specialist technical knowledge in taxation, trusts and estate planning. His main area of interest is lifestyle financial planning which also involves the need for business planning.
As well as the Diploma for Financial Advisers and qualifications in investment, risk, taxation and trusts David also holds The Society of Trust and Estate Practitioners (STEP) Certificate for Financial Services - Trusts & Estate Planning.