AUTHORISED FOR INVESTMENT BUSINESS
Profile
Roy entered financial services in 1972 and in 1980 founded and ran his own financial services Company, Bickell & Newell. In 2003 the clients of Bickell & Newell were successfully integrated into Joseph R Lamb.
Roy specialises in providing advice in the areas of pension options both prior to and at retirement, investments, inheritance tax planning and shareholder and partnership protection.
Qualifications
ACII Associate of the Chartered Insurance Institute
FPC1 Financial Planning Certificate paper 1
FPC2 Financial Planning Certificate paper 2
FPC3 Financial Planning Certificate paper 3
Email: roy@josephlamb.co.uk
Telephone: +44 (0) 1268 749 880