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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Sharing your wealth
 

Later in life there comes a time to share your wealth and pass the fruits of your labours on to others. Lamb and Associates can help you manage and preserve family wealth for future generations via:

 

  • Estate planning

  • Inheritance tax planning

  • Care planning

  • Trusts

  • Trustee coaching

  • Charitable giving

 

Make an appointment with us to explore this further.