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

December 10, 2018

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How much money do you need for the rest of your life? ​​



​​Research shows that the majority of people have no idea how much money they need for the rest of their life. They may have income, assets and investments but no idea what it all means, or what sort of financial future awaits.


So, if you feel like this, you're not alone! The big question is: are you going to run out of money? Or die with too much?


What we all need to know is how much is 'ENOUGH'?


Having an insight into how much you actually need can be enlightening. It can put you in control. Knowing how much is ENOUGH will give you the freedom to live your life smarter. After all, life is not a rehearsal; it needs to be lived to the max.


This book introduces you to the concept of Lifestyle Financial Planning: a way to help you find this freedom. Using simple step by step instructions this book will guide you through the process of developing your own financial plan and working our 'how much is ENOUGH' . . . . for you.


Claim your free book now!


Call 01661 860 438 or email to book your initial appointment with one of Lamb & Associates' financial planning Partners. We'll send you, free of charge, a copy of this book to read two weeks ahead of your appointment to be returned to us at the appointment.

Create your future.

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