Ross Lambert

Ross Lambert

Forvis Mazars

Minimum savings/pensions: Over £250,000

0330 038 8939
Based in Berkhamsted
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Top Rated 2026
Verified since: June, 2020
4.7 out of 5

174 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 20 February 2026

    Ross is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ross's status

  • 23

    Recent Client Reviews

    Verified reviews: 100%

    Ross has received 23 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 02 February 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

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    Ross has not yet added their fees to their profile

  • 33

    Positive First Impressions

    97% of users who are not yet clients had a positive first experience with Ross

    97% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 33 first impressions)

Ross is a Partner of Forvis Mazars and a Chartered Financial Planner. Ross started his career with the firm in September 2010 when he joined the graduate scheme straight from the University of Exeter. Ross now focuses on delivering comprehensive and holistic financial planning advice to his clients. He has a firm belief that all individuals should have a financial plan, focusing not only on what they have, but more importantly what they want to achieve. He is very focused on making sure clients understand how their assets will benefit them. Ross has also spent a significant part of his career dealing with SSAS pension funds and looking at the best way for individuals to maximise their value from these plans. The unique structure of each SSAS presents its own challenges and opportunities and the key is to liaise with all members in order to obtain the most suitable outcome for all. His achievements have been recognised by Citywire Magazine, being named one of the ‘Top 35 Next Generation Advisers’ 2016 and 2017. He has also obtained various specific qualification as on his journey to becoming a Chartered Financial Planner. These include the ‘Certificate in Discretionary Investment Management’ and ‘Award in Long Term Care Insurance’ and ‘Certificate in Pension Transfer Advice’ through the Chartered Insurance Institute.