About David
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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