Our Team

Joseph Lamb

Founder

Joe originally entered financial services nearly 50 years ago with Liverpool Victoria. Joe founded Joseph Lamb in 1970 and handed over day-to-day running to Martin in 2004, although he continues to provide support and advice to Martin and the adviser team after building up such a wealth of experience unsurpassed in the industry.

Joe has experienced several periods of Boom and Bust, housing and stock market collapses and every regulatory regime the industry has been through. Very few people have seen all this as he was one of the very first ‘brokers’ and experienced the old client service focused Industrial Branch days. His historical knowledge of products and his experience and judgement is invaluable to the active management and adviser team, but following regulatory changes he is now unable to provide any investment advice to clients.

Martin Lamb Dip PFS Certs CII (MP & ER)

Chief Executive Officer

Martin joined the practice in 1985, quickly progressing to an adviser role by 1987. As the business developed and grew over the years he took on an increasing amount of the technical and management responsibilities, becoming a partner in 1995. Martin oversaw the transition to a limited company, becoming Managing Director, as well as all the regulatory changes that have shaped the IFA market since 1988. Since 2004, Martin has successfully steered the business, ensuring it developed into the modern financial planning company it is today but keeping the focus on the core values of quality service and delivering value for clients, which have made the business successful over its 45 years history. Following a steady increase in regulatory and management requirements taking up more and more of his time, from 2015 Martin will act as Chief Executive Officer following the appointment of Ricky Daniels as Managing Director. This will allow Martin to focus on client facing work, the strategic development of the business and his role as Chair of the D-PIMS Investment Committee.

Qualifications:

JO1

Personal Taxation

K10

Pension Retirement Options

K20

Investment for Pensions

CF7

Equity Release/Home Reversions

HR1

Home Reversion Plans

RO1

Financial Services, Regulations and Ethics

RO2

Investment Principles & Risk

RO4

Pension & Retirement Planning

RO5

Financial Protection

RO6

Financial Planning Practice

G60

Advanced Pension Planning

FPC1

Financial Planning Certificate paper 1

FPC2

Financial Planning Certificate paper 2

FPC3

Financial Planning Certificate paper 3

CF8

Long Term Care

CF9

Pension Simplification

IMC 1

Investment Management Certificate - UK Regulation & Markets

Ricky Daniels BA (Hons) Dip PFS IMC

Managing Director

Ricky gained his first experience of the industry within a Private Bank and in 2001 he joined Joseph Lamb to add in house technical support. From his Economics Degree Ricky, gained a keen interest in markets and investments and as Joseph Lamb developed its in house investment services he was able become a key part of these and their development. Over the years Ricky furthered his knowledge with exams and practical experience to become the main point of referral for the Adviser Team for complex queries covering matters such as Trust, Tax and Pension planning. Following the expansion of the technical department and his increasingly important role in the investment and structural side of the business, Ricky became Technical Director in 2007. This role saw him lead the Technical & Paraplanning Team, assist Martin in operational, compliance and technical functions and sit on the Investment Committee. During this time Ricky assisted Martin with the development of our Discretionary Management Service, D-PIMS, designing its operational processes, managing the implementation of the service and today retains responsibility for its operation. In 2015, after many successful years in supporting Martin, Ricky has been promoted to Managing Director, taking over the day to day management to allow Martin more time with his clients and to focus on development of the business. 

Qualifications:

JO1

Personal Taxation

K10

Pension Retirement Options

RO1

Financial Services, Regulations and Ethics

RO2

Investment Principles & Risk

RO4

Pension & Retirement Planning

RO5

Financial Protection

JO2

Trusts

Cemap

Certificate in Mortgage Advice

RO6

Financial Planning Practice

IMC

Investment Management Certificate

BA.(Hons)

Degree in Economics

CeFA 1,2,3

Financial Planning Certificate

AF4

Advanced Investment Planning

Karen Kemp

Head of Operations

After 10 years as PA to Martin Lamb having involvement in many parts of the business, Karen has been appointed as Head of Operations with a wide remit and a pivotal role in supporting and developing the systems that allow the Practice to function efficiently. Her understanding of the complexities of running a business was built over many years as partner and director in small local businesses across retail, sales and financial services. She oversees the back office systems and works with all departments to ensure that we have the right information on client portfolios and that data outputs are accurate for the regulatory requirements and returns. Karen is part of the Management Team, having responsibility for day to day operational matters and will support Ricky as Managing Director in his many responsibilities which in turn will release Martin as the CEO to focus on client facing work and growing the business.

Qualifications:

FA1

Certificate in Financial Administration - Life

FA2

Certificate in Financial Administration - Pensions

CF2

Investment & Risk

FPC1

Financial Planning Certificate paper 1

FPC2

Financial Planning Certificate paper 2

FPC3

Financial Planning Certificate paper 3

Martin Lamb Dip PFS Certs CII (MP & ER)

Chief Executive Officer

Martin joined the practice in 1985, quickly progressing to an adviser role by 1987. As the business developed and grew over the years he took on an increasing amount of the technical and management responsibilities, becoming a partner in 1995. Martin oversaw the transition to a limited company, becoming Managing Director, as well as all the regulatory changes that have shaped the IFA market since 1988.

Since 2004, Martin has successfully steered the business, ensuring it developed into the modern financial planning company it is today but keeping the focus on the core values of quality service and delivering value for clients, which have made the business successful over its 45 years history.

Following a steady increase in regulatory and management requirements taking up more and more of his time, from 2015 Martin will act as Chief Executive Officer following the appointment of Ricky Daniels as Managing Director. This will allow Martin to focus on client facing work, the strategic development of the business and his role as Chair of the D-PIMS Investment Committee.

Qualifications:

JO1

Personal Taxation

K10

Pension Retirement Options

K20

Investment for Pensions

CF7

Equity Release/Home Reversions

HR1

Home Reversion Plans

RO1

Financial Services, Regulations and Ethics

RO2

Investment Principles & Risk

RO4

Pension & Retirement Planning

RO5

Financial Protection

RO6

Financial Planning Practice

G60

Advanced Pension Planning

FPC1

Financial Planning Certificate paper 1

FPC2

Financial Planning Certificate paper 2

FPC3

Financial Planning Certificate paper 3

CF8

Long Term Care

CF9

Pension Simplification

IMC 1

Investment Management Certificate - UK Regulation & Markets

Paul Joynes Dip PFS

Financial Adviser

Entering the financial services industry in 1980, Paul has previously worked for NatWest and Britannic. He joined Joseph Lamb in 2001 and specialises in providing advice in the areas of pension planning, personal family protection, portfolio investments and point of retirement planning. He completed his Diploma Level in Financial Planning in 2012.

Qualifications:

RO1

Financial Services, Regulations and Ethics

RO2

Investment Principles & Risk

RO4

Pension & Retirement Planning

RO5

Financial Protection

RO6

Financial Planning Practice

CF2

Investment & Risk

Diploma in Financial Planning

CF3

Financial Protection

CF4

Retirement Planning

CF5

Integrated Financial Planning

RO3

Personal Taxation

FPC1

Financial Planning Certificate paper 1

FPC2

Financial Planning Certificate paper 2

FPC3

Financial Planning Certificate paper 3

CF9

Pension Simplification

Mark Moore Dip PFS

Financial Adviser

Mark started off in the insurance industry before moving into financial services in 2002 with Bickell & Newell. He joined Joseph Lamb in 2005, providing advice in all areas of financial planning, including portfolio investments and pension planning and is the company’s lifetime mortgage specialist. He completed his Diploma Level in Financial Planning in 2011.

Qualifications:

JO1

Personal Taxation

HR1

Home Reversion Plans

RO1

Financial Services, Regulations and Ethics

RO2

Investment Principles & Risk

RO5

Financial Protection

RO6

Financial Planning Practice

CF2

Investment & Risk

JO5

Pension Retirement Options

JO4

Pension Funding Options

Diploma in Financial Planning

FPC1

Financial Planning Certificate paper 1

FPC2

Financial Planning Certificate paper 2

FPC3

Financial Planning Certificate paper 3

Lloyd Fernley Dip PFS

Financial Adviser

Lloyd has been involved in finance and banking for over 25 years. He was predominantly a Eurobond trader in the City with Chemical Bank, Scotia Bank, and the majority of his career at UBS, where he rose to a senior level. He moved to an advisory role in 2007 advising in all areas of financial planning, especially investment and pension planning where he is able to draw upon his comprehensive knowledge and experience from his banking career.His City experience means he provides a valuable additional resource to the team at Joseph lamb, and is rare in advisers who have generally developed from within the advice industry. His understanding of investment markets and of our investment processes means he is ideally suited to advise dealers, traders and brokers. He completed his Diploma of Financial Planning in 2012. 

Qualifications:

CF7

Equity Release/Home Reversions

RO1

Financial Services, Regulations and Ethics

RO2

Investment Principles & Risk

RO6

Financial Planning Practice

CF2

Investment & Risk

Diploma in Financial Planning

CF3

Financial Protection

CF4

Retirement Planning

CF5

Integrated Financial Planning

CF1

UK financial services, regulation and ethics

CF6

Mortgage Advice

RO3

Personal Taxation

CF8

Long Term Care

Daniel Robins APFS

Adviser

Daniel joined Joseph Lamb in June 2014 as a Paraplanner and brings over 10 years financial services experience to the team, having worked for major UK Banks and Wealth Management firms dealing predominately with high net worth individuals. This has given him a wide and varied experience of the industry, learning new skills in each role and continually developing his qualifications and knowledge.

In 2015, Daniel was promoted to Financial Adviser after proving his capabilities and understanding of the advice and client servicing process. Coming from a technical background, Daniel has a detailed knowledge and understanding of financial products and planning issues, enabling him to deliver a tailored, holistic service to his clients.

In 2013 he completed the Diploma in Financial Planning and in 2018 achieved the Advanced Diploma in Financial Planning and became Chartered Financial Planner.

Qualifications:

RO1

Financial Services, Regulations and Ethics

RO4

Pension & Retirement Planning

RO5

Financial Protection

RO6

Financial Planning Practice

CF2

Investment & Risk

JO6

Investment principles, markets and environments

AF3

Advanced Pension Planning

CF4

Retirement Planning

CF5

Integrated Financial Planning

CF1

UK financial services, regulation and ethics

RO3

Personal Taxation

AF4

Advanced Investment Planning

RO8

Pension Update

AF5

Advanced Financial Planning Process

APFS

Advanced Diploma in Financial Planning

AF1

Personal Tax and Trust Planning

Matthew Fryer Dip PFS

Client Relationship Manager

Qualifications:

RO2

Investment Principles & Risk

RO4

Pension & Retirement Planning

Diploma in Financial Planning

G60

Advanced Pension Planning

FPC1

Financial Planning Certificate paper 1

FPC2

Financial Planning Certificate paper 2

FPC3

Financial Planning Certificate paper 3

CF8

Long Term Care

CF9

Pension Simplification

J10

Discretionary Investment Management

Jack Whitaker

Service & Support Executive

Lawrence Berman Dip PFS IMC

Head of Research and Investment

Lawrence joined Joseph Lamb in June 2008, after 18 years’ experience as a Financial Adviser, firstly within a major Financial Services firm and later within IFA practices. He is qualified to Diploma Level in Financial Planning and to Advanced Diploma Level in Pensions. He joined Joseph Lamb to take on a technical research role, and in 2011 became part of the D-PIMS Investment Committee and took up the role of Portfolio Analyst, carrying out the investment research to support the investment decisions made under D-PIMS. Lawrence quickly became a point of reference for all investment matters and has developed into our in house investment expert. In 2015 Lawrence was promoted to Head of Research and Investment, now dealing with high level product research as well as all Joseph Lamb’s investment services and acting as a point of escalation for technical queries.

Qualifications:

JO1

Personal Taxation

CF7

Equity Release/Home Reversions

Cemap

Certificate in Mortgage Advice

JO5

Pension Retirement Options

JO4

Pension Funding Options

JO6

Investment principles, markets and environments

IMC

Investment Management Certificate

AF3

Advanced Pension Planning

Diploma in Financial Planning

FPC1

Financial Planning Certificate paper 1

FPC2

Financial Planning Certificate paper 2

FPC3

Financial Planning Certificate paper 3

AF4

Advanced Investment Planning

Sean Attard BA (Hons)

Paraplanning Department Manager

Sean joined Joseph Lamb in 2012, bringing a wealth of international financial services experience from his time with Blevins Franks International. Over his career Sean has obtained many advanced level qualifications, including a wide range of highly technical investment exams from the Securities Institute, and achieved the Diploma in Financial Planning in 2011. At Joseph Lamb Sean puts his knowledge and experience to good use supporting the adviser team with technical guidance, research of complex solutions and producing high quality financial planning reports. In 2015 Sean was promoted to Paraplanning Department Manager, having responsibility for the output of the department, the quality of our financial planning reports and being the first point of contact for the Advisers on technical queries.

Qualifications:

RO2

Investment Principles & Risk

FA2

Certificate in Financial Administration - Pensions

CF2

Investment & Risk

JO5

Pension Retirement Options

JO4

Pension Funding Options

Diploma in Financial Planning

CF3

Financial Protection

CF4

Retirement Planning

CF5

Integrated Financial Planning

RO3

Personal Taxation

BA.(Hons)

Degree in Commerce

CISI

Futures, Options & Other Derivative Products

CISI

Mutual Funds

CISI

Savings & Investments Products

CISI

International Equity Markets

CISI

Introduction to International Capital Markets

CISI

International Fixed Interest & Bond Markets

RO8

Pension Update

Claire Robertson

Paraplanner

Claire has enjoyed a varied career in financial services including roles in technical pension administration and sales support covering SSAS and SIPPS. She has built up wide knowledge of the industry from this and other roles with both providers and financial advisers. Claire joined Joseph Lamb in 2015 as a Trainee Paraplanner to further her career and is now a fully qualified Parplanner achieving the Regulated Diploma in Financial Planning in 2018.

Qualifications:

RO2

Investment Principles & Risk

RO4

Pension & Retirement Planning

CF2

Investment & Risk

JO5

Pension Retirement Options

AF3

Advanced Pension Planning

Diploma in Financial Planning

CF3

Financial Protection

CF4

Retirement Planning

FPC1

Financial Planning Certificate paper 1

FPC2

Financial Planning Certificate paper 2

PMI

Pensions Management Institute examinations parts 1 to 5

RO8

Pension Update

Certificate In Life & Pensions

LP20

Financial Services Products & Solutions

Certificate in Financial Services

Jamie Robertson

Trainee Paraplanner

Qualifications:

RO2

Investment Principles & Risk

Mark Rose

Investment Technician

Mark has had a long and successful career in the city, working as a Trader for over 30 years, specialising in Fixed Income and Foreign Exchange and spending 9 years as Director of Interest Rate Trading at Unicredit. Mark has a wealth of high level investment experience that makes him a valuable addition to our team. At Joseph Lamb, Mark uses this experience and technical knowledge to perform a key role on our Investment Team, dealing with research, analysis and performance reporting for our investment services.

Anita Fuller

Adviser Support Executive

Anita joined Joseph Lamb in 2008 and was quickly promoted to Life & Pension Administrator thanks to the ability she showed to learn new skills and the high levels of accuracy of her work. Over the years Anita has developed a wide ranging knowledge of technical and administrative issues whilst helping to maintain our high standards of client care. In recognition of this she was further promoted to Adviser Support Executive which is a key role, liaising between our Adviser, Technical and Administration Teams helping to provide high levels of client service.

Qualifications:

CF1

UK financial services, regulation and ethics

Jenn Simmonds

Administration Manager

Jenn started in the financial services industry in 1997, joining Joseph Lamb in April 2002 after relocating to Essex. Initially taking on the role of receptionist, she quickly moved into the Administration Team before being promoted to Administration Supervisor in 2005. While overseeing the Administration Team, Jenn is responsible for the overall provision of administrative support to both the Paraplanner and Adviser Teams. We are very proud of our Administration Team and consistently receive feedback from companies we deal with that our administration and accuracy is among the best they come across, this is in no small part due to Jenn’s dedication and hard work, and that of her team. As the size of the team and the complexity of financial services administration has grown over the years Jenn’s role has continually expanded. In recognition of this, in 2015 Jenn was promoted to Administration Manager, with Michelle Sexton promoted to Administration Supervisor to support her.

Qualifications:

FA1

Certificate in Financial Administration - Life

FA2

Certificate in Financial Administration - Pensions

CF2

Investment & Risk

CF1

UK financial services, regulation and ethics

Michelle Sexton

Administration Supervisor

Michelle began her career in financial services as a Mortgage Administrator over 14 years ago and has worked for several household names over the years. In 2008 Michelle joined Joseph Lamb as an Administrator and quickly showed an aptitude for investment and pension administration in addition to that from her mortgage based experience. Michelle has become a key part of the administration team over the years, acting as deputy for the Administration Supervisor, helping with the training of new staff and ensuring the delivery of high quality administrative support to the Paraplanner and Adviser teams. We are very proud of the high standard of our administration and the work of the Administration Team. In recognition of Michelle’s role in this, in 2015 she was promoted to Administration Supervisor to work closely with the Administration Manager in maintaining our high standard for clients.

Jo Deller

Life & Pensions Administrator

Qualifications:

CF1

UK financial services, regulation and ethics

Sue Brooks

Records & Filing Coordinator

Paula Barthel

Life & Pensions Administrator

Debbie Rose

Receptionist

Debbie Loerns

Receptionist

Dawn Dobinson

Commissions Reconciliation Clerk