Testimonials
"My adviser is always clear and concise"
Mr RM May 2010
"Very happy"
Mr and Mrs CS June 2010
"Everything was explained perfectly."
Mr GJC May 2010
"Thank you very much for your time……I was more than happy, I will certainly recommend anybody to your company"
Mr GJC May 2010
"Nothing else could be added to the wonderful service I have received."
Mrs BEW April 2010
"Really pleased with service provided"
Mr CJS April 2010
"Dealings with Graham absolutely fine-well/easily explained, patient and happy to accommodate all requirements. Staff very helpful.."
Mrs JJC April 2010
"From the moment I stepped through then door all staff are polite ,friendly and helpful."
Mrs JMW April 2010
"Mark is always polite and helpful. Excellent service"
Mrs SAW April 2010
"Service always First Class. No negatives’"
Mr FTP march 2010
"Such lovely friendly staff - yet again Martin Lamb was outstanding"
LVB Jan 2010
"Thanks to Mark Moore for arranging mortgage and life assurance"
RF & MF Dec 2009
"Paul Joynes is especially personable and informative and I have already recommend the firm to friends"
DWG Dec 2009
"Excellent from point of first contact onwards"
JPS Dec 2009
"Thanks for 1st class service"
DRC Nov 2009
"Excellent professional service from the moment you walk through the door or pick up the phone"
JWB Oct 2009
"I'm very pleased with the performance of all our funds before and since the events of late 2007, both in absolute terms and certainly relative to how others seem to have fared"
Mr MW Oct 2009
"Excellent professional service from the moment you walk through the door or pick up the phone"
Mr JB Oct 2009
"I liked the way Allan took his time for me to reflect on my options"
Miss LS Sept 2009
"Simon behaved in a helpful, professional manner at all times. I would have no hesitation in recommending him to others"
Mr CB Sept 2009
"Wouldn’t go elsewhere"
Ms SK Sept 2009
"Nothing too much trouble…. Can’t praise him highly enough"
Mr JB Sept 2009
"Completely satisfied and happy with all aspects of the business provided. Thanks"
Mr PW May 2009
"My adviser clearly had a firm understanding of the products and answered all the questions I had"
Mrs HA May 2009
"A pleasure to do business with"
Ms EG April 2009
"I have full trust in Joseph Lamb advisers"
Miss SB March 2009
"Brilliant service, not rushed"
Mrs SR March 2009
NEWS.......
Cash ISAs and Bank Deposits - Do you think you are getting a good return?
2nd Dec 2009
With bank base interest rates at their current low levels and likely to continue, for anyone who has money invested in Cash ISAs or bank deposits, now is the time to review your options to achieve potentially better returns if you are seeking capital growth or income from your investments..
Premier Investment Monitoring Service (PIMS) - 1000th client
6th Nov 2009
On 6th November 2009 Joseph R Lamb made a presentation to Ms. Sarah Lebentz to recognise her on becoming the 1000th client to benefit from the Premier Investment Monitoring Service (PIMS). Joseph R Lamb’s market leading service was launched in October 2004 and now has approaching £100m funds under active management.
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Premier Investment Monitoring Service (PIMS) - Happy 5th Birthday!
30th Oct 2009
The Premier Investment Monitoring Service (PIMS) is a market leading service that was launched in October 2004 and now has approaching £100m funds under active management.
ISA allowance increased from 6th October 2009
21st Sept 2009
In his 2009 Budget speech on the afternoon of 22nd April 2009, Chancellor of the Exchequer, Alistair Darling, announced that with the maximum amount which can be invested in a tax-efficient ISA will rise from £7,200 to £10,200.
Are you under 55? From April 2010, the minimum retirement age increases from 50 to 55
21st Sept 2009
Anyone born between April 6th 1955 and April 5th 1959 who is looking to take early retirement will need to do so before the 6th April 2010. If not, you will have to wait up to 5 more years to receive benefits from your pension funds.
Essex Financial Services Ltd agree to join Joseph R Lamb
11th Aug 2009
Brentwood-based Essex Financial Services Ltd have agreed to join the Company from 17th August 2009
Vacancies
Paraplanners
We are currently looking for two paraplanners to assist and support our adviser team. One of these could be a trainee paraplanner or experienced administrator with at least the full Financial Planning Certificate. The other is likely to have already supported advisers operating at a HNW level and experienced in retirement planning, and investments. Neither role will include any aspect of mortgage support and very little in the way of protection products. Salaries negotiable dependent on experience and qualifications.
If you feel you may suit either role then please contact the Managing director, Martin Lamb at martin@josephlamb.co.uk, or send your CV marked Private and Confidential for his attention.
Other Vacancies
If you are experienced within the Financial Services industry, either currently running your own IFA practice or practicing as an experienced Independent Financial Adviser and you wish to further your career opportunities by joining a successful Business we are always interested in talking to you.
We believe in recruiting dedicated, efficient and successful individuals who, like us, wish to provide the highest levels of service and advice to our clients.
We have the technology, premises, staff and resources to provide an unrivalled level of support. This allows our advisers to concentrate all their time on servicing clients and writing business.
If you wish to discuss joining our Business we would welcome talking to you or receiving your CV. Please call or send your CV to the Practice Manager at our address or by email to ifa@josephlamb.co.uk.
If we have any specific vacancies then we will update this area of our website,
