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 April 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 April 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 am proud to be a fully independent financial advisor and I provide Holistic Financial Planning-led wealth management. This means I can provide advice in all areas of Financial Planning however I specialise in retirement and pension planning as well as investment planning. I offer a fully personalised and friendly service for my clients, and I take pride in ensuring I give clients the best service possible whilst communicating things in a clear and simple manner. I take the time to get to know my clients personal and financial circumstances to ensure they are getting the right advice taking into careful consideration their current and future objectives.

£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).

About Nik's clients

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