Ross Lambert

Ross Lambert has been named Office Managing Partner for Forvis Mazars' Milton Keynes hub, succeeding Rebecca Dacre, who completed her four-year term in the role. Lambert is a Private Client Partner specializing in Financial Planning and Wealth Management with over 14 years of experience advising high-net-worth individuals and business owners on their long-term financial plans. He is a Chartered Financial Planner and has earned professional designations including Certified Financial Planner (CFP) and Chartered Investment Manager (CISI).

Lambert has built his entire career in Milton Keynes. He graduated from the University of Exeter in 2010 and joined the Forvis Mazars graduate scheme, progressing to partner in 2023. He was named one of New Model Adviser's Top Next Generation 35 Advisers Under 35. Lambert has obtained specific qualifications including the Certificate in Discretionary Investment Management, Award in Long Term Care Insurance, and Certificate in Pension Transfer Advice through the Chartered Insurance Institute.

He has spent a significant part of his career dealing with SSAS pension funds and advising on strategies to maximize their value. Looking ahead, Lambert will be a vocal advocate for Milton Keynes as a centre of business and will focus on developing talent at every level of the team and ensuring all parts of the business are visible and present in the local market.

Career history

• Office Managing Partner, Milton Keynes – Forvis Mazars (2026–present)
• Partner, Private Client (Financial Planning) – Forvis Mazars (2023–2026)
• Senior professional roles within Financial Planning team – Forvis Mazars (2010–2023)

What Ross Lambert could bring to Office Managing Partner at Forvis Mazars Milton Keynes: Lambert's 16-year tenure at Forvis Mazars provides deep institutional knowledge of the firm's operations and culture. His expertise in complex wealth management and SSAS pension structuring demonstrates sophisticated client advisory capabilities that he can leverage to strengthen the Milton Keynes office's competitive positioning in the mid-market. His recognition as a next-generation industry leader and his established reputation for holistic financial planning suggest he can effectively mentor and develop talent while expanding the office's service offerings and market presence locally.