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 leads the John Lamb Team, she joined John Lamb in 2003 and has worked over the whole business. Alex was integral in setting up John Lamb Financial Solutions in 2019 having identified a gap in the advice market for specialist financial advice.
Alex’s particular area of interest is in advising landed estates and family offices on using insurance as an integral part of succession planning, which requires long term planning and input from advisers. Alex has been nominated for several industry awards including Citywealth Powerwomen – Boutique Growth.
07956 317 288
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).
07825 980 856
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.
07952 807 897
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