Ken joined John Lamb in 2018. Prior to this he worked as a private client adviser focusing on equities and derivatives and has over 10 years’ experience working in the financial markets.
Ken’s previous experience, gives him an extensive understanding of clients’ wider planning objectives ensuring he is perfectly placed to advise HNW and UHNW clients on their protection requirements. He also has a keen focus on business protection for SMEs.
Ken is a Chartered Wealth Manager with a Diploma in Private Client Investment Advice and Management and is a Chartered member of the CISI. He holds a BA in Accounting and Finance from The University of Exeter.