Expert

Carl Lamb APFS

Carl has 32 years of financial services industry experience having founded Almary Green Investments in 2001 which was sold to The Smith & Pinching Group in 2019, following thirteen years as a senior consultant with Equitable Life. In 2018, Carl joined the Board of Directors of S&P at this point. Carl advises a wide range of clients, specialising in pension planning including self-invested pensions, inheritance tax planning and employee benefit schemes.

He is Certified money coach combining sound psychological and coaching principles with practical expertise to ensure sound business financial management.

Carl holds the prestigious G60 pension qualification, and is a Chartered Financial Planner. He has also qualified as a Certified Money Coach (CMC)® with the Money Coaching Institute. In 2015, Carl was also recognised for his work and was the winner in a range of professional awards including Financial Adviser of the Year for unbiased, growth investor, money marketing and financial adviser.

Professional roles

• Executive Director, Smith & Pinching
• Owner, Almary Green Investments Ltd
• Compliance & Board Director, Smith & Pinching Group
• Financial Advisor, Equitable Life Assurance

Disclaimer: Information contained herein regarding expertise of an individual is not exhaustive and does not constitute or imply its endorsement, recommendation, or favouring by Growth Works. It should be used as part of wider research and consideration.