Cara Lambert

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.