Karl Lamb

About

I help my clients to achieve their financial planning goals by taking a thoughtful, expert and friendly view to really understand both their current financial planning needs and how I can help them over the coming years. My approach is based on developing trusting, long lasting relationships with my clients and support them through whatever life throws their way. Being a Newcastle Financial Adviser means that I can provide support to you as well as giving you access to our dedicated support team and a wide range of products. Newcastle Financial Advisers is part of the Newcastle Building Society, where I have worked for over 10 years. Being part of the Building Society means that I’m part of a purpose led organization where we’re driven by ‘connecting our communities with a better financial future’. For you, this means I’m here to help you no matter how much you have saved or how much you want to invest. Whether you’re looking to build on existing plans or are new to Financial Advice, I’m here to help. Approved by The Openwork Partnership on 14/01/2025. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.