Who We Help
We're experts at helping people who are doing well in their working lives...
...people who have got the career part of life on a good path, but don't have the time, expertise or inclination to do the financial planning bit themselves.
This is where Lab comes in.
We ensure you do the right things with your money: avoid mistakes and maximise opportunities, so that you can use your money to live.
This means striking the balance of living for today, and ensuring you've got a plan for a bright financial future.
We specialise in helping Business Owners, Busy Professionals & Contractors.
100%
Clients who are very satisfied with the service they get from Lab.
100%
Clients who say they either have already, or would recommend us to family and friends.
100%
Clients who say we provide Excellent
communication.
100%
Clients who say we are responsive to any issues or concerns they have.
From current and new clients surveyed between January - June 2024. Feel free to ask us to see these anonymised responses.
About Lab
Our Financial Planner, Jamie Flook, has been a practising Financial Planner for the last 8 years of an 18-year career in Financial Services, and in that time has helped well over 100 client families.
As a Certified Financial Planner (CFP®) through the Chartered Institute for Securities and Investments (CISI), Jamie is one of only 1,000 Financial Planners in the UK to hold this top-tier professional designation, and is amongst the UK's top financial professionals.
He set up Lab Financial Planning to provide a full financial planning and wealth management service to help Business Owners, Busy Professionals and Contractors.
Jamie has helped us with our financial planning for eight years now as we moved into retirement. We have always stayed with Jamie as his career developed and we are delighted that he has set up Lab Financial Planning.
He has skilfully planned our pensions and investments to meet our values, risk and life goals. We value his independence in providing the best solutions for us and he has earned our trust.
Best of all is how friendly, personable and understanding Jamie is in simplifying the complex.
Graham and Ann Hale, Retired, Gloucester - October 2023
