Nick Lambert
Associate Director Chartered Financial Planner @Progeny
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WORK HISTORY
Associate Director Chartered Financial Planner @Progeny
I am an experienced independent Chartered Financial Planner specialising in Lifestyle Financial Planning including retirement planning, pensions advice, wealth preservation and tax mitigation.I create financial plans for a variety of clients including professional individuals, business owners, directors and retirees.I am committed to providing an exceptional financial planning experience for my clients to help achieve the liefestyle they desire. I enjoy working on complex financial planning strategies and have particular expertise in the areas of retirement and inheritance tax planning.I am married with 2 children and love spending time with my family along with watching the odd football or cricket match.
SKILLS
ABOUT NICK LAMBERT
I am an experienced independent Chartered Financial Planner specialising in Lifestyle Financial Planning including retirement and pensions advice, wealth preservation and tax mitigation strategies.My clients include professional individuals, business owners, directors, executives and retirees.I enjoy working on complex financial planning strategies and have particular expertise in the areas of retirement and inheritance tax planning.I also enjoy working closely with my clients and their family to formulate a financial plan to help achieve goals and objectives up to and beyond retirement.
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