Experienced, knowledgeable and dedicated
Our dedicated equity release team have a background in financial planning which ensures we have the experience and expertise required to ensure we find the right solution for your needs.
All of our advisers are committed to ongoing professional development. This dedication to learning ensures our knowledge is up-to-date with the latest thinking and approaches within the market to ensure we have a market leading knowledge bank. Our regular interactions with providers enable us to contribute to new product developments and help shape the future of the industry.
Our advisers have the relevant qualifications required to provide equity release advice and are members of the Equity Release Council, an organisation created to promote high standards of conduct and practice in the provision of and advice on equity release.
Alex took over managing the John Lamb team in 2017 and is responsible for all operations. Alex’s particular area of interest is in building long term relationships with clients and providing ongoing advice.
Alex was recently nominated in the City Wealth Powerwoman Awards 2019 in the boutique growth category.
Having worked across the John Lamb business for the past 15 years, Alex has experience in all sectors of the business and is a board member of John Lamb.
Paula has worked in the financial services industry for 40 years. Her extensive knowledge and expertise extend across all areas of financial planning, enabling her to deliver comprehensive and cohesive solutions.
Paula uses her experience to resolve particularly complex and challenging issues for individuals and families.
Paula’s professional accreditations include Chartered Financial Planner and IMC. She is also an affiliate of the Society of Trust and Estate Practitioners (STEP).
Specialist Equity Release adviser
Anthony has worked within the financial services industry for many years. He began his career in the banking/mortgage industry, before specialising in equity release – a sector growing in popularity and in need of reputable, knowledgeable advisers.
His expertise has helped hundreds of clients use equity release as an effective tool to improve quality of life, protect family wealth and enable inter-generational transfers.
Specialist Equity Release paraplanner
Katie Joined the John Lamb Equity Release team in 2018 and plays a key role, supporting advisers and maintaining client relationships. Previously Katie worked in residential sales which gives her a unique perspective on property issues – something that is invaluable, especially in more complex cases.
Katie is passionate about delivering an exceptional client experience and is skilled in dealing with a range of stakeholders to ensure the chosen solution works for all.
Get in touch
What can you expect when you contact John Lamb? In the first instance, we will set up a no obligation initial meeting with one of our experienced equity release specialists. During this meeting we will explore your situation along with any specific questions you may have about your finances before discussing the various options available.
10 Lower Thames Street, London, EC3 6AF
+44 (0) 20 7633 2222