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.

  • Instagram Social Icon
  • Facebook Social Icon
  • LinkedIn App Icon
  • Wix Twitter page
  • Google+ Social Icon

A good financial planner needs to get to know you really well. It is essential that they get to know you first and get to know your money later. Going straight to the money is like a doctor putting his glove on before you tell him what is wrong!

Most decent financial ad...

In my experience, most people do not wake up one morning and think ‘Oh, I really need to see a financial adviser”.

They may have concerns about the returns they are getting from their money or be worried if their pension will be enough for when they retire. Unfortunatel...

How do you know if you have a good financial adviser? What should you look for? I may not be the right person to answer these questions, because I’m sat on the other side of the fence, but, using over 30 years of experience, I can tell you what works best.

Qualification...

Financial advice can be very expensive, for example it is very common for somebody investing £100,000 to be charged £3,000 for probably less than 10 hours work and £1000 pa on top of product charges.

I don’t have anything against people getting well paid for doing a goo...

Over the last few weeks I have been writing about the state of financial services, particularly about high charges, no guarantee of performance and why ongoing financial planning should provide better value than advice/selling especially if the ‘adviser’ depends upon s...

Part 2: The Smoke Screen of Inflation

In Part 1: What’s the Problem? I highlighted the effects of deductions on investment returns. 

In this blog, we’ll look at the effects of inflation, identify the real returns on your investments and answer the above question.

Prepare...

Part 1: What’s the Problem?

In theory, investing should be quite simple.  On one side there are investors who need to put their money somewhere whilst they are not spending it and need to gain a return to avoid capital erosion from inflation or achieve higher growth rat...

Please reload

Featured Posts

FROM ROI TO ROL : Return on Investment to Return on Life

December 10, 2018

1/3
Please reload

Recent Posts