Lamb & Associates Independent Financial Planning Ltd

01661 860438 

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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May 29, 2019

The sum of all these memories, the positive and the negative, is a blueprint to your financial thinking. If you would like to find out how to create your financial plan get in touch on 01661 860438 or email David at #LambAndAssociates...

February 27, 2019

Distributing what's left after your Bucket List. Answering questions now, and formalising them in an Estate Plan is an important step that shouldn't wait. Call 01661 860438 #CreateYourFuture #FinancialPlanning #LambAndAssociates #IFA

Creating your financial life plan should be an exciting process. Email 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 for our financial planning questionnaire. #CreateYourFuture #FinancialPlanning #IFA

January 8, 2019

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...

January 3, 2019

As an award winning regional firm of specialist IFA’s offering financial planning Lamb and Associates can tell you how much money you need to live your dream life, whether you have enough money now and if not when you will have. They can tell you the earliest date on w...

January 1, 2019

Don’t look back and have regrets 

Objective - To cost and add timescales to your goals in life, because without these, they are likely to remain just wishful thinking. 

What is a bucket list? 

The list of what you want to do (places to go, people to meet, things to do, ho...

December 17, 2018

David's article from North East LIfestyl magazine.