Lambert Wealth

Lambert Wealth We help individuals & business owners. Retirement planning, investing, IHT & maxing tax-efficiency

Merry Christmas from all of us here at Lambert Wealth! We hope everyone has a happy and healthy Christmas and New Year a...
19/12/2023

Merry Christmas from all of us here at Lambert Wealth! We hope everyone has a happy and healthy Christmas and New Year and bring on 2024! 🌟

This year instead of sending cards we donating to help plant more 🌳 with ✨

We really pride ourselves on building relationships with our clients and creating clarity throughout. Thank you for Phil...
10/10/2023

We really pride ourselves on building relationships with our clients and creating clarity throughout. Thank you for Phil for your review 🙋🏻‍♂️

Thank you Georgia for the kind words 👍🏼✍🏻👩🏽‍💻
04/10/2023

Thank you Georgia for the kind words 👍🏼✍🏻👩🏽‍💻

💡Imagine the gift of financial literacy you can give your children. By teaching them about money, you're not just showin...
27/09/2023

💡Imagine the gift of financial literacy you can give your children. By teaching them about money, you're not just showing them how to count coins and bills.

💰You're empowering them to make wise decisions in the future, setting them up for stability and resilience.

📘Incorporate discussions around money into your daily life. Discuss prices at the supermarket, the concept of saving, and the importance of budgeting.

🚀Remember, you're not just teaching your children about money, you're investing in their future success.

Ever wondered who to turn to for trusted financial advice? Financial advisors are often overlooked despite their crucial...
22/09/2023

Ever wondered who to turn to for trusted financial advice? Financial advisors are often overlooked despite their crucial role. 💼

Why are financial advisors important?
They help navigate the complexities of personal finance, making your journey smoother. 🤗

How can they benefit you?
They can maximise your profit, mitigate risks and plan for the future. 🤔

Remember, just like doctors and lawyers, financial advisors are professionals in their field and although they may not be as visible, their guidance is invaluable.

So next time you need financial advice, consider consulting a financial advisor. Their knowledge is gold. 💰

Last week we launched our first blog with 🤩Go to harpenden.thewearecommunity.co.uk/blog to read more about Tim’s journe...
19/09/2023

Last week we launched our first blog with 🤩

Go to harpenden.thewearecommunity.co.uk/blog to read more about Tim’s journey into the finance world 🚀

Going into September with this great testimonial from Jan, thank you 👍🏼
05/09/2023

Going into September with this great testimonial from Jan, thank you 👍🏼

It may seem early to start planning for retirement if you are young, but keep in mind people are retiring later and livi...
11/08/2023

It may seem early to start planning for retirement if you are young, but keep in mind people are retiring later and living longer then they used to.👵🏼👴🏼
You will likely need income for at least 2 decades of retirement.
This is why it may be a good idea to start investing early and take advantage of your employer’s pension plan. ✍🏻📆

✨Lambert Wealth & Cubed Consultancy Event✨Come and join Tim for Lambert Wealth and Mark from on the 28th September in ...
07/08/2023

✨Lambert Wealth & Cubed Consultancy Event✨

Come and join Tim for Lambert Wealth and Mark from on the 28th September in Harpenden for a talk on:

“Tax-Smart Investing: Strategies For High Net Worth Individuals”

Followed by drinks, tapas and networking!

We have very limited spaces for this event so please DM us first 👌🏻

After the success of a few of our Lambert Wealth events this year we have another 3 coming up from September in Hertford...
27/07/2023

After the success of a few of our Lambert Wealth events this year we have another 3 coming up from September in Hertfordshire.

11th September
28th September
23rd November

If you would like to be added to the list for these events let us know! 👨🏻‍💻

More information to follow and a couple more dates to be added too ✍🏻

Busy week of meetings and the Lambert Wealth summer party this evening! ✨Then onto planning 3 more events for this year ...
18/07/2023

Busy week of meetings and the Lambert Wealth summer party this evening! ✨

Then onto planning 3 more events for this year in Harpenden and St Albans with some great local businesses, including at our office space 👨🏻‍💻📝

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Harpenden

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