Nik Lambert

Nik Lambert

AFH Wealth Management

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Mexborough
View location
Top Rated 2025
Verified since: November, 2022
4.9 out of 5

34 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 May 2025

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

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Independent Financial Adviser

    Last checked: 18 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Nik has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Nik has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 May 2025

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

  • 12

    Recent Client Reviews

    Verified reviews: 100%

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

  • Independent Financial Adviser

    Last checked: 18 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Nik has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Nik has not yet added their fees to their profile

I have been working in financial services since 2007 and I am able to provide bespoke holistic advice which includes retirement planning, investment planning and estate planning. I am passionate about supporting my clients by fully understanding their circumstances, aspirations and objectives. I work together with my clients to formulate a robust financial plan to help them achieve their goals. Financial planning is a journey, not a destination; so a trusting, long term relationship is the key to success. On-going peace of mind and knowing you are on track to achieve your goals is enlightening and gives you a sense of wellbeing, whilst removing doubts about what your financial future holds. We can work together to design a tailor-made financial plan with regular reviews, to ensure you get to where you want to go. Outside of work I enjoy watching and playing football and spending time with my family.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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