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Profile

 

Mark started off in the insurance industry before moving into financial services in 2002 with Bickell & Newell. Mark  joined Joseph R Lamb in 2005 when Bickell & Newell clients were integrated into the company. Mark provides advice in the areas of mortgage planning and is the Company’s Lifetime Mortgage Specialist. Mark also provides advice in all areas of financial planning, including portfolio investments and pension planning.

 

Qualifications

FPC1	Financial Planning Certificate paper 1
FPC2	Financial Planning Certificate paper 2
FPC3	Financial Planning Certificate paper 3
MAQ	Mortgage Advice qualification
CF2	Investment & Risk
CF7	Lifetime Mortgage Activities
HR1	Home Reversion Plans
JO5	Pension Retirement Options
JO4	Pension Funding Options
J01	Personal Taxation

 

Email: mark@josephlamb.co.uk

 

Telephone: +44 (0) 1268 749 880