Testimonials

 

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I just wanted to take this opportunity to wish you and yours a very Happy Christmas. I also would like to say a big “thank you” to both yourself and Paul for doing such a sterling job over the year in very difficult circumstances.

 

In addition, it is always a slight concern when you promote a third party to close friends and colleagues (with the potential reflection it could have on oneself if things go wrong) however obviously now being surrounded by many of your clients in my office, (which is a testament to Paul’s “networking” here) all of them at one time or another have expressed their total satisfaction with your firm and the personal support that they have received and continue to do so both with both Paul and with your D-P IMS product.


It is a great testament to you and your firm, thanks again.

GN December 2011

 

'All communication with you is clear and well explained, you take time to talk through all the options and give clear reasons for the recommendations you make. I always have time to think and have always had a good response to adhoc queries. I feel that you have my best interests in mind at all times.

 

You take the worry out of big financial decisions'.

RAJ November 2011

 

I just wanted to let you and JRL know I am absolutely DELIGHTED with your management of what we have with you and will, as ever, be pointing people in your direction.

Mr MW August 2011

 

Thank you very much for the D-PIMS update for August, and I look forward to receiving further updates as and when available.

Mrs VS August 2011

 

Many thanks for your message, it sounds as though you are doing a very good job in these difficult times.  Very much appreciated, thank you.

Mr MK August 2011

 

"All I can say is a big thank you to you all there.  I was amazed when I did a very wary portfolio valuation and to my utter amazement the value had increased!!  Well done!!"

Mr & Mrs BC August 2011

 

"Thank you for the encouraging update…"

Mrs KE August 2011

 

"Thanks…it is a great comfort that you are responding so quickly to the market and reading it so well...I am very grateful."

Mr GE August 2011

 

"Please convey to the company my thanks.  Delighted with the action taken."

Mr & Mrs G P August 2011

 

"I am pleased at the action taken as reported in the DPIMS email. That confirms in my mind that our change of adviser was  a good move and helps me sleep at night."

Mr BB August 2011

 

"I do appreciate the dramatic, but necessary, steps that you have taken to conserve the important gains of the last two years. Well done & thanks."

Mr & Mrs P July 2011

 

"Service was excellent all the way through.
Many thanks indeed."

Mrs BJW May 2011

 

"Very helpful and all explained well."

Mrs DG May 2011

 

"Service was Excellent."

Mr KPH April 2011

 

"Everything is fine and dandy.  Thank you"

Mr CGS April 2011

 

"Your service, advice and help over the years have been fair, honest and reliable"

Mr WAW April 2011

 

"The Adviser took time to fully identify and understand my needs - 10/10"

MR RA March 2011

 

"Roy is always spot on"

Mr FTP February 2011

 

"Most impressive"

Mr BVB February 2011

 

Cannot fault the service

Mr MMM January 2011

 

"Mark always explains all options to us…no pressure whatsoever."

Mr MJP January 2011

 

"An excellent Professional Service throughout the Company, starting with the Welcome in the Reception area."

Mr & Mrs JB January 2011

 

"I cannot praise Paul highly enough.  He has done an excellent job."

Mr AJW January 2011

 

“Any queries I have had have been dealt with fully without giving me the impression I was wasting your time“

Mr A S Oct 2010

 

“Excellent service at a very difficult time when it was hard for me to work alone“

Mr Z C H Oct 2010

 

“From our experience we cannot think of anything that would improve on such a professional service“

Mr M J W Oct 2010

 

“Best possible service given and received“

Mr & Mrs A N Oct 2010

 

“Very good service overall“

Mr J L Oct 2010

 

“We always have good, well discussed meetings…..am happy with service delivered”

Mr T J Gadd Sept 2010


“Very satisfied with the service provided by your company and look forward to a continuing relationship“

Mr DP Sept 2010

 

“Very happy with the service and advice given“

Mr WRS Aug 2010

 

“Overall, very pleased with the service provided“

Mr S C Lewis July 2010

 

"Very happy"

Mr and Mrs CS June 2010

 

"My adviser is always clear and concise" 

Mr RM May 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

PIMS

NEWS...

 

June 2011

Charity Golf Day in support of Help for Heroes

Joseph R Lamb IFA are proud to support the Help for Heroes Charity and one of our advisers, Graham Steed, is organising a fund raising Golf Day in their honour.

Click here for details

 

Joseph R Lamb supports Race for Life 8th May 2011

May 2011

We are delighted to announce the success of our Race for Life team supporting Cancer Research over the weekend.

 

Roy Bickell retires

April 2011

After a career of 50 years in Financial Services, Roy Bickell has made the decision to retire on 31st march 2011.

 

New Pension Fund Withdrawal rules 6th April 2011

April 2011

HMRC announced the revised rules affecting many aspects of pensions.

 

Joseph R Lamb launch new Discretionary Premier Investment Monitoring Service
March 2011

We are delighted to announce that following Regulatory approval last year, and a significant investment into new process and controls, that our PIMS service will now be offered on a Discretionary basis.

 

Cash ISAs and Bank Deposits - Do you think you are getting a good return?
17th Jan 2011
With bank base interest rates at their current low levels and likely to continue to be low by historic levels, 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.

 

Pre-Budget report announces significant changes

December 2010

Pre-Budget Report announces some significant changes to pension taxation and allowances effective from april 2011, and what will be important to many of our clients are the changes to income Drawdown. We have a summary of these changes available by clicking here, however our existing clients will receive a brief report on this prior to implementation on 6th April 2011.

 

Joseph R. Lamb PIMS Service exceeds £125m

December 2010

We are proud to announce that funds under management in our Premier Investment Management Service (PIMS) have now exceeded £125 Million. We would like to thank all our cli-ents for their support and the continued confidence they share with us in PIMS adding to their investment and pension portfolios.

 

Joseph R. Lamb Granted full Discretionary Investment powers

July 2010

We are Delighted to announce that the FSA have granted us a full Discretionary Investment powers. We will be enhancing our PIMS service accordingly and launching a new 'Optimal' level of PIMS early in 2011.

 

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.

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

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.