Colin Lambert Dip Pfs Email & Phone Number

I have 30+ years working in the Financial Services arena. In general we are moving from an industry to a profession. This is important to you if you require advice and not a product sell.Having run my own business for almost 13 years and have built a small profitable client base we have taken the decision to join True Potential. We do the opposite of what most financial advisers do! We do not want 1,000s of clients, we only want a small number that we look after really well and who we expect a long-term relationship.I have the Advanced Financial Planning certificate (Dip PFS), Cemap and am a member of the Institute of Financial Planning and the Personal Finance Society. Currently studying for ; and moving towards becoming a Chartered Financial Planner.Specialties: Primarily working with business owners and senior employees providing all aspects of business financial planning for the firm. For the individual we specialise in lifestyle financial planning in effect...Number Crunching, advising on 'how much is enough' to lead the life you would like or to maintain the one you have got. To help you do the things that you love and when to stop doing those things you hate.Please contact me on 01706 622511 or colinlambert@tpllp.com

Listed skills include Financial Advisory, Strategic Financial Planning, Financial Services, Pensions, and 31 others.

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  Queen Elizabeths Senior High School