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Profile

 

Joe originally entered financial services nearly 50 years ago with Liverpool Victoria. He moved to join the Co-op and it soon became apparent  to Joe that career progression would be limited by the longevity of his superiors! Joe founded Joseph R Lamb in 1970 and he ran and developed the Company before handing over day to day running to Martin in 2004. Joe continues to deal with his own portfolio of clients, many of whom have been with him from the very start, something we are very appreciative and very proud of.

Joe has a wealth of experience unsurpassed in the industry, having seen numerous periods of "boom and bust" and provides advice in all areas of financial planning.

 

Qualifications
FPC1    Financial Planning Certificate paper 1
FPC2    Financial Planning Certificate paper 2
FPC3    Financial Planning Certificate paper 3

 

Telephone: +44 (0) 1268 749 880