London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow-financial.co.uk
Josh Lamb

Josh is a Level 4 Financial Planner with additional certificates in Mortgages and Equity Release.

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 .

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Qualifications

Josh is currently working towards Chartered Status and already has the Level 6 qualification in Personal Taxation and Trust planning. Josh was voted as one of Vouched For’s Top Rated Financial Planners in 2019 and has a Starred First-Class Degree in Business Management from the University of East Anglia. You can see what Josh’s clients have to say about him here.

Personal Background

Outside of the workplace, Josh is counting down the days until his summer wedding with his long-term partner Zoe. In between the never-ending marriage preparations, Josh is an avid Arsenal fan and enjoys playing the electric guitar. Somehow, he still manages to find time to walk the dogs and steal a few minutes with a good book!

News

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Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry