London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email:
Josh Lamb

Josh is a Chartered Financial Planner and has worked at the company for nearly a decade.

Josh typically works with high earners. Whether they are saving towards retirement or have already stopped working, Josh is an expert in quantifying financial needs, managing his clients’ affairs both before and after retirement as well as keeping them on track to achieve their long-term goals. In addition, he helps Directors protect the financial well-being of their businesses and wider family.

Ipswich Office: 01473 384858 London Office: 020 3755 3235 .

Read More   Send Email

Meet Josh


Josh is a Chartered Financial Planner with Level 6 qualifications in Personal Taxation and Trust Planning, Pension Transfers, Business Planning, Investment Management and Financial Planning Process.  He was also shortlisted for the ‘Financial Adviser of the Year’ in the Growth Investor 2021 awards and holds a Starred First Class Degree in Business Management.

You can see what Josh’s clients have to say about him here.

Personal Background

Outside of the workplace, Josh is happily married to his wife, Zoe. Their wonderful son, Morris, is hurtling (crawling) towards his first birthday and loves to befriend the assortment of cats and dogs that fill every other corner of their home. In between the balancing act of financial planning and fatherhood, Josh still likes to steal a few minutes with a good book!


The latest news from Swallow Financial Planning and the financial industry

October Investment Update October 27, 2023

Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...

How your Pension Expression of Wish can save money September 6, 2023

If you have a Personal Pension and you are in a committed relationship, it is common that you will nominate your partner to receive your pension after...

Investment Bulletin July 2023 July 7, 2023

It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry