Peter Lamb | Associate


manPeter is an experienced and highly regarded business manager, having consistent success over many years in a diverse range of businesses, including cash and carry wholesale, catering meat distribution, milk and grocery home delivery, property development and stock market investment. In 2001, having fully qualified in the required Chartered Insurance Institute examinations, Peter was recruited by Forester Life.

Entering the financial planning arena quite late in life aged 45, Peter spent two years giving face-to-face financial advice to clients covering the areas of protection, retirement, and savings & investments. Due to his competence and quality of advice, he was quickly promoted to Regional Manager, where he lead a large team of financial advisers covering the South West of England and Wales with overall responsibility for the advice given to many thousands of clients. During these years he also became heavily involved with raising funds for charities and good causes.

In 2010 Peter decided to specialise in the area of tax and estate planning, and founded South West Wills Ltd, a company providing advice and legal documents relating to tax, estate planning and wealth retention.

Peter found that the trust solutions provided by Clifton Trustees perfectly compliment the services provided by South West Wills, and he works closely with David and Abdul to offer these advanced solutions to his high net worth clients.

Peter is married with a grown up son who works in Moscow for an international blue chip company. Peter and his wife Tanya split their time between their homes in Somerset and Moldova and enjoy travelling, good food and wine, walking and reading.