Cara Lambert

Senior Wealth Planner

Biography

I provide a wealth of technical knowledge and support to ensure the financial well-being of our clients and their families. I take a holistic view to financial advice and work with all areas of finances ranging from pensions to investments, life insurance and estate planning. I provide bespoke financial advice solutions to individual clients and their families, trustees and businesses. I am a Fellow of the PFS, which is the most prestigious level of qualification that can be attained by a financial adviser, and I hold Chartered Financial Planner status.

Expertise
Wealth Management

Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.

Further information

I have been working in financial services since 2009 and bring to Tees knowledge and experience in private wealth management.

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