EXPERIENCE, KNOWLEDGE AND DEDICATIONOur team
Our dedicated team combines specialists in financial planning, wealth management, insurance underwriting and broking. We have the experience and expertise required to ensure we find the right solution for your needs.
All of our advisers are committed to ongoing professional development. This dedication to learning ensures our knowledge is up-to-date with the latest thinking and approaches to solving today. Our regular interaction with providers enables us to contribute to new product developments and help shape the future of the industry.
Alex took over managing the John Lamb Insurance team in 2017 and is responsible for all operations. Alex’s particular area of interest is in building long term relationships with clients and providing on-going advice.
Alex was recently nominated in the City Wealth Powerwoman awards 2019 in the boutique growth category.
Having worked across the John Lamb business for the past 15 years, Alex has experience across all parts of the firm and is a board member of John Lamb.
Paula uses her experience to resolve particularly complex and challenging issues for individuals and families. She has played an important role in improving standards throughout the financial advice industry over the past few years, contributing regularly to the media.
Paula’s professional accreditations include Chartered Financial Planner and IMC. She is also an affiliate of the Society of Trust and Estate Practitioners (STEP).
Nick is a board member and a qualified chartered accountant with many years of experience in stock broking, investment banking and asset management.
He has spent a large part of his career in the Far East where he worked for JP Morgan and HSBC before establishing a hedge fund of funds business that he sold to LGT Capital Partners. He was previously a director of digital wealth management firm Nutmeg and sits as a non-executive director on a number of listed company boards including Henderson Far East Income Ltd.
International Insurance Specialist
Michelle is our international life insurance specialist. She has over 20 years of wealth planning experience. Since joining John Lamb, Michelle has placed significant insurance cover for high net worth clients in the UK and abroad.
She has in-depth knowledge and experience of insurance products available in the UK and international markets and how to access them, enabling families to manage inter-generational wealth transfers effectively.
Michelle is a member of the Chartered Insurance Institute and the Society of Trust and Estate Practitioners (STEP). She holds a BA in Economics with French, an MSc in Psychology and Graduate Diplomas in Law and Quantitative Development Economics and an Advanced Certificate in Family Business Advising. She also has a Diploma in Regulated Financial Planning.
Ken joined John Lamb in 2018. Prior to this he worked as a private client advisor focusing on equities and derivatives and has over 10 years’ experience working in the financial markets.
Ken’s previous experience, gives him an extensive understanding of clients wider planning objectives ensuring he is perfectly placed to advise HNW and UHNW clients on their protection requirements. he also has a keen focus on business protection for SMEs.
Ken is a Chartered Wealth Manager with a Diploma in Private Client Investment Advice and Management and is a Chartered member of the CISI.
SPECIALIST EQUITY RELEASE ADVISER
Anthony has worked within the financial services industry for many years. He began his career in the banking/mortgage industry, before specialising in equity release – a sector growing in popularity and in need of reputable, knowledgeable advisers.
His expertise has helped hundreds of clients use equity release as an effective tool to improve quality of life, protect family wealth and enable inter-generational transfers.
Head of Underwriting and claims
Darren works closely with clients and insurers, playing a key role in helping to deliver a first class client experience.
Previously Director of Underwriting and Claims at VitalityLife, Darren also has extensive experience and networks in underwriting gained through senior roles at leading reinsurers (Swiss Re and RGA), insurers and the Lloyd’s of London market.
Specialist protection paraplanner
Louise has worked in financial services for most of her career, specialising in protection and inheritance tax planning, landed estates and primogeniture estate planning over the last 10 years. With a degree in English, she is studying towards a Diploma in Financial Planning.
Louise is passionate about delivering an exceptional client experience and is skilled in dealing with a multitude of stakeholders to ensure the chosen solution works for all.
SPECIALIST EQUITY RELEASE PARAPLANNER
Katie Joined the John Lamb Equity Release team in 2018 and plays a key role, supporting advisers and maintaining client relationships. Previously Katie worked in residential sales which gives her a unique perspective on property issues – something that is invaluable, especially in more complex cases.
Katie is passionate about delivering an exceptional client experience and is skilled in dealing with a range of stakeholders to ensure the chosen solution works for all.
Head of operations
As Head of Operations, Lynn is responsible for all aspects of client service and business support throughout the insurance application process. This includes management of all client data such as sensitive medical information and ensuring that appropriate processes and controls are in place. She also manages the finance and HR activities within the business.
Lynn has 30 years of experience within the financial services industry, most of which was gained in large insurance companies and more recently in the financial advice sector. She has headed up a number of client service teams, delivering a high standard of service in the areas of life insurance, pensions, annuities and investments.
Jonathan joined John Lamb in 2018 and provides administrative support to all our advisers. He is currently studying towards the Diploma in Regulated Financial Planning.
What we do
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Our website will give you a flavour of the advice we provide – if you would like to talk to us for more information, please contact one of team who will be happy to assist.
34 Southwark Bridge Road, London, SE1 9EU
+44 (0) 20 7633 2222