Financial planning firm John Lamb has launched its own wealth management arm, offering in-house personal portfolios for clients.
John Lamb Wealth Management will provide financial planning and investment advice to individuals and families with clients either opting for investment-only propositions or a full financial planning service. It will deliver this via in-house personal portfolios, powered by Purple Strategic Capital. John Lamb also has relationships with external discretionary fund managers who it will work with for clients with special requirements. Managing director Paula Steele said: "We have been running this service for our existing clients for many years and we see this launch of a dedicated ...
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