Meet our Financial Planners
Mark Lambert BSc, DipPFS
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.
David Hole MIFS DipFA
David is 51 and lives in Christchurch with his new wife Sarah, they got married in Venice in May 2015.
David has two sons from his first marriage and has equally embraced Sarah’s three sons (Matthew, Ollie and Ben). David’s boys, Charlie and Daniel are both musicians. Charlie lives in London and is a singer songwriter and Dan is doing a degree at British and Irish Modern Music institute (BIMM) in Brighton studying song writing.
David grew up in Ferndown but spent a lot of time in Christchurch where his father was a lifelong member of the sailing club, so it was only natural to move there eventually! In his late teens he moved to Cyprus and then Florence in Italy – his ‘University of Life’, in which he left with an uncertificated honours degree and a wealth of life experiences!! Returning to the UK in his early 20’s David embarked on a career in financial services.
Apart from three years working in Bahrain David has been providing financial advice locally for over twenty five years.
David is a member of SOLLA, (Society of Later Life Advisors), an accreditation recently attained after a two year application process which was testing and challenging, so he is rightly proud of this achievement. He is also a very experienced at providing advice to elderly clients, dealing with issues ranging from pre & post retirement, IHT planning and Long Term Care Planning.
David best explains what he does using a ‘timeline’, helping clients prepare for retirement, enjoy their retirements and makes sure finances are in order to minimize tax and maximize enjoyment and if needs be, later life care.
David is a keen golfer and loves cooking. He also loves travel, which is why the next or last holidays are often part of the annual review with clients! Fairly recently David and Sarah spent three weeks in Vietnam, travelling by train from one end to the other, which was an amazing experience. There are usually a couple of European trips each year, including time spent in his Late Mothers apartment in Calpe on the Costa del Sol in Spain.
Tim Burton DipPFS
Tim is aged 51 and is Christchurch born and bred. He now lives in Mudeford with his wife Sue and three of his five children. When the opportunity arises, Tim can be found either driving his T4 Camper Van around the UK or sat in front of the roaring wood burner in his house in Normandy France with a glass of red and a wedge of Comte Cheese!
Tim has been in the Financial Services industry since 1985 recently working out of the Chelsea Building Society for Aviva and Legal & General.
He enjoys meeting new clients as well as looking after his existing clients, some of which he has known for 30 years and have stuck with him through the journey of his working life. He is fully diploma qualified and considers himself as a specialist in Investment advice and Inheritance Tax Planning.
If you would like to contact Tim directly, please do so via his e-mail address – firstname.lastname@example.org
Please contact us for a free consultation.