“We wanted a complete assessment of our financial situation from an independent person. My mother has used David Lamb for many years and when I saw him regarding her estate, I was very impressed with his attitude and values. David did a complete assessment of our finances covering mortgages, pensions, savings, insurances and projections depending on what lifestyle we are looking for when we retire. He got us to think about current lifestyle versus retirement lifestyle and what is important to us as well as risk spreading investments. He has a great way of explaining things in a clear manner and has an outlook that makes total sense. David did a very thorough job and covered everything we asked of him. I particularly like his realistic approach to life planning and he takes time to find out what is important to you and how you like to live as well as a thorough financial assessment before tailoring his recommendations. We will be using him for many years to come.”
— Mr and Mrs A, Northamptonshire
