Martin Lamb DipPFS Certs CII (MP & ER)
Managing Director - Wealth Planning
Martin began working in Financial Services in 1982. For 3 years he was at J H Minet’s, a Lloyds broker specialising in Fine Arts and Jewellery insurance, which was not for him in the long term. His father had started his own life and pensions ‘brokers’ in 1970 and in 1985 Martin joined him in his Business, which became ‘Joseph Lamb’ and was purchased by Kingswood Group in 2022.
In the intervening 37 years, Martin has worked in all areas of the business, but his primary driver was trying to deliver excellent customer service and to modernise the old transactional business into a lifetime investment management and financial planning business. Martin still advises clients and as the Kingswood integration completes, Martin will be relinquishing his various compliance and business operational roles focussing on maintaining client service until his eventual retirement.