Mark Lambert

Wealth Planner

Mark is 52 and lives in West Parley with his long-term partner Rachel.

Mark has two daughters, Bryony and Yasmin both of whom are studying towards their GCSE’s. He grew up in Ringwood attending Poulner Junior school before moving on to Ringwood Comprehensive school. From there he progressed on to Poole College of Further Education and then on to what is now Westminster University where he attained his degree.

His passions are supporting all the endeavours of his daughters together with socialising and eating out with the odd bottle of Pinot Grigio. He loves all sport but is now restricted to swimming and the very occasional round of golf due to aching joints from his years playing semi-professional football.
Mark and Rachel undertook a charity to swim of the Solent last year, swimming from Hurst Castle to the Isle of Wight.

Having over 25 years of experience in the financial planning profession he has built up a wealth of experience. After much study and successfully sitting many exams Mark is qualified to the industry recognised Diploma level and is a member of the Personal Finance Society. He is able to provide advice in all aspects of financial planning but particularly Investments, Retirement Income, Later Life advice and Corporate needs. As part of his advice process Mark establishes and looks to achieve his clients financial and personal aspirations with Personal Cashflow Planning.

01722 413348

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