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David Lamb
Joint Founding Director of ScoreMy
Legal MarketingBusiness DevelopmentClient Acquisition
Joint Founding Director of ScoreMy.
With four decades of financial services experience, David is a Certified Financial Planner CFP, a Chartered Wealth Manager and an Affiliate of STEP, holding the Certificate for Financial Service Trusts and Estate Planning. David established his own financial planning company, Lamb Financial, in 1992.
With a passion for lifestyle financial planning, David is one of the founding directors of ScoreMy Ltd, launched in 2022, which aims to encourage deeper conversations to build long term valuable, and measurable, relationships between professional advisers and their clients. ScoreMy achieves this by providing an online scoring platform that enables prospects and clients to quickly and easily evaluate their financial health and, in turn, highlight where expert financial planning can help achieve their lifestyle goals and, in turn, improve their scores, a measure of the value the adviser provides.
Combining his extensive knowledge of financial and estate planning, David has developed a ScoreMy Estate Planning scorecard – a powerful and innovative tool, tailored for private client lawyers and their marketing teams. The engaging and intuitive platform provides a structured, automated process to facilitate deeper client conversations, ensuring that assets are distributed according to their wishes, while maximising tax efficiency and mitigating the risks of inheritance dispute. Crucially, it provides the missing link in most estate planning processes; an automated annual review.
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David Lamb’s profile brings together professional experience, specialist subjects and published Chronicle Law contributions.
Business Development
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Client Acquisition
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From David’s Chronicle Law profile.
ESTATE PLANNING SOFTWARE · 3 MIN READ
How ScoreMy Facilitates Deep Client Conversations and Builds Stronger Relationships
ScoreMy transforms estate planning by turning simple assessments into meaningful client conversations. By prompting reflection on family, values, and life changes, it helps lawyers uncover concerns, foster trust, and create tailored plans – preserving the human touch in an increasingly digital legal landscape.
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ESTATE PLANNING SOFTWARE · 3 MIN READ
Understanding the True Value of Estate Planning and How ScoreMy Enhances Client Confidence
Estate planning is far more than drafting a will – t’s a comprehensive strategy to protect assets, minimise tax, and ensure smooth wealth transfer. Many clients underestimate its complexity, but tools like ScoreMy help them visualise the strengths and gaps in their current plans. By offering clear assessments and ongoing insights, ScoreMy enhances client confidence, supports proactive legal guidance, and reinforces the long-term value of professional estate planning advice.
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ESTATE PLANNING SOFTWARE · 4 MIN READ
The Challenges Private Client Lawyers Face from AI-Generated Wills: The Hidden Risks of Self-Directed Estate Planning
AI-generated wills may seem convenient, but they often miss crucial legal and tax details. This article explores the risks of self-directed estate planning and why expert legal advice remains essential to protect your legacy.
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ESTATE PLANNING SOFTWARE · 5 MIN READ
The Problem with Estate Planning
Advisers often struggle to convey the true value of estate planning when clients see it as nothing more than writing a Will. ScoreMy solves this challenge by providing a simple process that highlights gaps in existing plans, sparks deeper client conversations, and quantifies the value of professional advice. The result is stronger relationships, recurring revenue, and a clear competitive edge in the estate planning market.
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