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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The alarm clocks are set as we all return to work - do you groan or leap out of bed?

January 3, 2019

Do you want to work? Do you want to retire? When can you retire? What sort of lifestyle do you live, or want to live? Do you have family that you want to provide for? How much money do you need to do that?


You need enough! How much is ‘enough’ will differ from one person to the next but we can calculate how much your 'enough' is and put practical plans in place to achieve it using our specialist skills, software and professional experience.


What will you plan for 2019? Will it be the year that you finally make that change you yearn for and live the life you dream of?


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 which you can retire and live the life you want without the fear of your money ever running out.


David Lamb, Managing Director at Lamb and Associates explains “We are very passionate about the financial life planning that we do for our clients. It truly makes a practical difference to their lives. We are not your average IFA’s focused on selling products and increasing savings. We get under our clients’ skin to understand what sort of life they would like to live and then work out how much money they need to be able to live that life. Our plans make sure that you never run out of money, you retire at the earliest opportunity and live your life to the fullest whilst you are still young and healthy enough to enjoy it.”


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, leisure and finances.


David Lamb is one of the North East’s leading financial life planners, offering this specialist service and practical approach to his clients for over 12 years. Indeed his firm won ‘Best Lifestyle Financial Planners - North England’ in 2017 and ‘Best Independent Financial Advisors - North East England’ in 2018. Book an appointment with Lamb and Associates today to create your financial life plan call 01661 860438 or email 


#LambAndAssociates #CreateYourFuture #FinancialPlanning #IFA




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