Joseph Lamb has a long and proud history as a leading provider of Independent Financial Advice. Before setting up the business in 1970, Joe already had many years experience in financial services. His father-in-law, Bill Hart, was District Inspector for the Liverpool Victoria and encouraged Joseph to join the industry to support the newly arrived grandchildren. Joe successfully built up a large 'book' of business through solid hard work. By 1970 he felt that he was too restricted in offering just Liverpool Victoria products and became what was then referred to as a 'broker' and is now known as an Independent Financial Adviser.
Working from home, originally in Shoeburyness and then in Eastwood, Joe continued to grow the business. It moved to the London Road premises in Southend in 1978, and expanded from one room to eventually take over all of number 50 and number 52 next door. Martin Lamb joined the business in 1985 and helped Joe to develop the business, manage the transition through various regulatory regimes and acquire more businesses.
In 2004 Joe handed over the day to day running of the business to Martin and in 2007 we moved into our new premises in Rayleigh to enable us to attract better technical staff from out of the area and to provide the space to grow organically with more advisers and paraplanning staff.
Since his directorship in 2009, Ricky Daniels has been instrumental in this growth, allowing Joe and Martin to further develop the client bank and service propositions by focusing on our technical research and regulatory support.
In January 2013 due to the regulatory changes Joe withdrew from providing advice to clients although his wealth of experience is still very valuable to the management and adviser team.
The business has continued to evolve and in 2015 Martin Lamb became Chief Executive Officer. With Ricky Daniels being promoted to Managing Director to take over the day to day running of business Martin is now able to concentrate more on clients and developing the business.
The launch of our Premier Investment Monitoring Service in 2004 and, subsequently, the Discretionary version in 2011 have been fundamental to our success. These services have been incredibly well supported by our loyal clients, who ultimately deserve the biggest 'thanks' of all.
We hope the business can carry on looking after our clients, as well as they have looked after us for many years to come.
We’ve built our business to provide for our clients for the long term – contact us to find out how we can help you.