Jack Lamb

Jack has built his career between London and New York, advising high-net-worth individuals with complex, cross-border financial needs. He is uniquely qualified to provide regulated financial advice in both the UK and the US, offering seamless guidance to clients with transatlantic interests.

Jack holds a degree in Business Economics from Sheffield Hallam University and has passed the Series 65 – Uniform Investment Adviser Law Exam in the United States. In the UK, he is a Level 4 member of the Chartered Insurance Institute, having completed the Diploma in Regulated Financial Planning, and is currently working toward his Level 6 qualification, which will grant him Chartered status — the industry gold standard for financial professionals.

Specializing in the UK–US corridor, Jack is committed to providing tailored, forward-looking financial strategies that preserve and enhance his clients’ wealth across jurisdictions. His approach ensures continuity of advice and long-term planning aligned with each client's lifestyle, legacy goals, and evolving cross-border considerations.