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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November last year was an interesting month for State Pensions; it was the month when the state pension age started to change from age 65 to 66, phased in over 2 years. A survey by Censuswide of 1k people found that:

  • 14% of UK adults think the State pension will not...

Creating your financial life plan should be an exciting process. Email enquiries@lambandassociates.co.uk and take an active step towards living the retirement of your choosing #LambAndAssociates #CreateYourFuture #FinancialPlanning #IFA

Have you a costed Bucket List, with timescales, to help you achieve your life's ambitions? Email enquiries@lambandassociates.co.uk for our financial planning questionnaire. #CreateYourFuture #FinancialPlanning #IFA

Financial life planning focuses not on creating more money but on creating a more fulfilling life, whatever that might look like for you. It takes into account, where you are now, where you want to be and what you need to do to get there, in terms of family, work, leis...

Do you know how much money is enough to support your lifestyle? Do you have an adequate emergency fund to meet most unforeseen circumstances? Have you a costed 'bucket list', with timescales, to help you achieve your life's ambitions?

Contact us today and we can send yo...

We are delighted to announce that Lamb & Associates have won ‘Best Independent Financial Advisory Firm - North East England’ in the Wealth & Finance 2018 Finance Awards.

David Lamb, Managing Director of Lamb & Associates said “We’re thrilled to have won this award....

What really matters in your life? 

Try this exercise . . . 

Imagine you went to the doctor and discovered that you have 5 – 10 years left to live. How would you change your life? 

Imagine now they were to say to you; ‘I’m sorry but you only have 24 hours left to live’. 

*...

Carry out this simple exercise using the Lifestyle Wheel and find out. . .

When life is busy, or all your energy is focused on one special project, it is easy to find yourself out of balance and not giving enough attention to important aspects of your life. Although you...

Do you stop doing things because you get old or do you get old because you stop doing things?

What is it that you want to do in your retirement? Spend more time with family, travel, learn a new language, a new hobby, get fit?

We have developed professional lifestyle plan...