Mark Lambert – Salisbury

Wealth Planner

Mark has over 30 years of experience in the financial planning profession and has built up a wealth of experience in that time, specialising in later life planning. He is qualified to the industry recognised Diploma level and is a member of the Personal Finance Society. Mark takes time to get to know his clients personally, helping them define and implement their priorities for their money and financial assets. The advice and guidance is tailored to the clients’ lifestyle and goals, helping them to understand and choose the most appropriate financial products to achieve their goals.

Mark is married, has two daughters, presently studying at their respective universities. He grew up in Ringwood attending local schools before progressing to Poole College of Further Education and then on to what is now Westminster University where he attained his degree.

When not working Mark likes socialising with friends and having the very occasional round of golf.

07384 257 247

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