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Our Services

How we transform lives


We get to know your needs, goals and approach to risk, and what your ideal future looks like.

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We look at your current arrangements to see whether they’re likely to deliver your vision of the future.

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The Process

How does it work?

socremy logo Financial Planning

Do I really need financial advice?

Ever wondered whether you’ll have enough money to retire on comfortably? Or why there’s never an investment guru nearby to guide you?

Use our ScoreMy feature to find out how one of our planners might be able to help you manage your finances and reach your goals.

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Take a ride on our lifestyle wheel

How balanced is your lifestyle? Try our ScoreMy ‘lifestyle wheel’ to help you understand how you feel about the most important factors in your life including your physical and emotional health, relationships, time, money and personal fulfilment.

Give yourself a score on each of ten questions and the free App will join the dots to see whether you are in for a bumpy or a smooth ride - and suggest areas for improvement.

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Will you have too little, too much, or just enough money?

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Hear from our clients

As we go towards eventual retirement we needed to know that we were making the right decisions about finance. We have been given much needed other products and investments that has really meant our retirement will be a lot sooner than we would have thought.

Mr & Mrs T

Lamb Financial have been providing me and my company with financial advice for many years. They have always been diligent and professional with their service delivery…and they are pleasant and friendly people to deal with. I wouldn’t consider going to anyone else.

Mr C

We work with David and his team because they are different, looking at the long term interests of their clients. By investigating what you want in the future, they aim to make your savings give you the future that you want, not simply saving for savings’ sake.

Mr R

How can we help you?