RICHARD LAMB DipPFS - Financial Adviser in Horsham, Sussex
Richard Lamb DipPFS
Contact Number: 07766 395559
Qualifications:Chartered Insurance Institute (CII) Diploma in Financial Planning, Equity Release and the Mortgage Advice Qualification.
Areas Covered:Based in Horsham and cover the South of England including London
Best piece of free financial advice I could give: We are in it for the long haul. Building a joint relationship with respect, openness and trust. There is no quick fix – just planning!!
Background and experience:
I started my career in financial services over 25 years ago working my way up from a trainee to a Diploma qualified Independent Financial Adviser. I assist my clients with pension and investment advice ensuring that I also take account of their other financial needs, such as protecting their wealth and assets from inheritance tax.
I enjoy meeting new people and listening to their stories of life and their hopes and aspirations, my role is to help them make the plans for their future come to life, also being there for them when times are not so great. Over the years many clients have become friends, which is an added bonus of my consultancy role. The best part about my job is looking after my existing clients and meeting new potential clients - no day is the same.
Pensions planning - nobody wants to work for ever and everybody has aspirations of retiring early and enjoying life. To take full advantage of the benefits a pension can give, you will need to take advice.
Investment Planning – when investing money you need to feel comfortable with the investment you have made and this is why your attitude to risk and capacity for loss is really important, I can help guide you through this.
Inheritance Tax Planning
Protection / Life Assurance / Critical Illness Cover / Income Protection
Auto-Enrolment & Work Place Group Pensions
Core Financial Services Ltd is authorised and regulated by the Financial Conduct Authority member no. 471184. Financial Conduct Authority - http://www.fca.org.uk/
Registered in England. Company Registration No: 5428054. Registered Office: Kings Lodge, London Road, West Kingsdown, Kent TN15 6AR
Please note our telephone number has changed. Any calls made to our previous 0844 number will cost 7 ppm plus your Telecoms provider’s Access Charge
Testimonials 2 Testimonials so far
Richard lamb has been our financial adviser for approximately fifteen years. He has provided our family with highly professional advice during this time. It has never been too much trouble when we have any questions regarding our investments to contact richard for advice. Reviews are carried out on a regular basis at our home adding to the personal and private nature of the business. Tony and Dianne from West Sussex
Employing a financial adviser can be scary and daunting, but we never regret the day we contacted Richard. He listened to our worries and concerns when I was made redundant 10 years ago and he helped us come up with a plan to see us through the bad days. We are off shortly for our sixth visit in those 10 years to see our granddaughters in Australia. Michael from Surrey