Meet our advisers

Nik Lambert

Nik Lambert Choice 1

Nik Lambert DipFA CeMAP

Independent Financial Adviser

About me

I have 15 years of financial services experience and I am able to provide bespoke holistic advice which includes retirement planning, investment planning and estate planning.

I am passionate about supporting my clients by fully understanding their circumstances, aspirations and objectives. I work together with my clients to formulate a robust financial plan to help them achieve their goals.

Financial planning is a Journey, not a destination; so a trusting, long term relationship is the key to success. On-going peace of mind and knowing you are on track to achieve your goals is enlightening and gives you a sense of wellbeing, whilst removing doubts about what your financial future holds.

We work together to design a tailor-made financial plan with regular reviews, to ensure you get to where you want to go.


South Yorkshire