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Our Services

How we transform lives

LIFESTYLE FINANCIAL PLANNING

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

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INDEPENDENT FINANCIAL ADVICE

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

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Testimonials

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
Ponteland

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
Hexham

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
Corbridge

The Process

How does it work?

Questionnaire

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 advisers might be able to help you manage your finances and reach your goals.

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How can we help you?