Ross Lambert

Experience

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  Mazars in the UK

  Sept 2010 - May 2024

  As a Director at Mazars, my role involves ensuring my clients needs are met, their objectives regularly reassessed and plans adjusted accordingly. This includes ensuring their investments are appropriate, pension plans relevant and any protection or other needs are met. I also manage the team in Milton Keynes and have responsibilities for ensuring that the wider team is operating effectively for all of our clients. This includes agreeing our business development activities and then ensuring that we continue to build the Mazars brand in Milton Keynes. I am also part of our national Entrepreneurial Business focus group helping to ensure that our offering in the local market both is consistent with our national approach and relevant to local companies. I also oversee the Mazars Graduate program and ensure that our trainees have both a challenging but rewarding journey with Mazars. The aim being that they become good quality client focused advisors after their training program. Show less As a Senior Manager at Mazars I maintain my role with both existing and new clients looking to help them with all of their Financial Planning needs. Be this retirement planning, investment planning or more simply looking at their goals and determining how they can be met and understand where the risks to this might be. I am also involved in our business development strategy primarily for our Milton Keynes office to ensure we continue to grow and remain client focused. I am involved in our graduate recruitment at manage a team of individuals and help them on their journey towards being Financial Planners. Show less I look after a portfolio of clients to provide ongoing financial planning advice to their overall position whilst ensuring their investments continue to remain suitable. I also look to develop new client relationships in our central region, alongside our other planners in Milton Keynes and Birmingham. I also spend time with our paraplanning team ensuring that the overall workflow is managed and they understand the advice given to the clients to ensure our reports are complete efficiently and accurately to provide clients the output they require. Show less

  • Partner - Financial Planning

    Sept 2023 - May 2024

  • Director - Financial Planning

    Sept 2019 - Aug 2023

  • Senior Manager - Financial Planning

    Mar 2017 - Aug 2019

  • Financial Planning Manager

    Sept 2015 - Feb 2017

  • Financial Planner

    Sept 2014 - Aug 2015

  • Assistant Financial Planner

    Sept 2012 - Aug 2014

  • Graduate Trainee

    Sept 2010 - Aug 2012
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  Forvis Mazars in the UK

  Jun 2024 - now

  Partner - Private Client - Financial Planning