Joseph Lamb

Captain
DISC Type : DS

Financial Adviser at Wilson Wealth Advisory, Partner Practice of St. James's Place Wealth Management

London, England, United Kingdom

Overview

Joseph Lamb is a Financial Adviser at Wilson Wealth Advisory, a partner practice of St. James’s Place. He specializes in helping clients with tax allowances, pensions, and ISAs. His career background also includes experience as a Portfolio Analyst at Blackburn Chemicals.

Based on his previous career as a Golf Professional at Wilpshire Golf Club, Joseph likely maintains a strong passion for golf. He attended Queen Elizabeths Grammar School in Blackburn, suggesting strong local roots in the Lancashire area.

Unique fact: Joseph made a significant career change, transitioning from being a professional golfer to a financial adviser.

Personality Overview

Consummate Professional

Long-Term Thinker

Dynamic But Sincere

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Tax-Efficient Planning
His communications frequently focus on leveraging tax reliefs and allowances, especially around the tax year-end deadline to maximize client financial health.
Retirement Strategy
He actively advises on pension allowances and the importance of topping up pension funds, indicating a focus on long-term wealth building for clients.
Investment Vehicles
Regularly discusses investment options such as Stocks & Shares ISAs vs. Cash ISAs, showing his expertise in guiding clients' investment choices.

Media Appearances

Joseph has no verified media appearances

Work History

2-2021
Financial Adviser at Wilson Wealth Advisory, Partner Practice of St. James's Place Wealth Management
10-2018 - 2-2021
Trainee Financial Adviser at St. James’s Place Wealth Management
4-2018 - 2-2021
Portfolio Analyst at BLACKBURN CHEMICALS (HOLDINGS) LIMITED
4-2013 - 5-2018
Golf Professional at Wilpshire Golf Club

Education

2005 - 2010
Education details unavailable from Queen Elizabeth's Grammar School, Blackburn

More Information

Social Presence :

Prographics :

Exp : 12 Location : London, England, United Kingdom Job Level : N/A Designation : Financial Adviser at Wilson Wealth Advisory, Partner Practice of St. James's Place Wealth Management
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Insights For Selling To Joseph

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Avoid putting conscious effort into relationship-building
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joseph is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Joseph

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Joseph move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Joseph take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Joseph

Personality Compatibility


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