About Lab
Lab is run by Jamie Flook - Managing Director & Financial Planner and Matt Goddard - Operations Director.
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Jamie is the one who provides Financial Planning and advice to clients, with Matt making the business tick behind the scenes. You may hear from Matt, but more often, it will be Jamie.
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Jamie is an experienced Financial Planner. He's been immersed in the financial services world for 20 years and been a practicing Financial Planner for the last 10 of those, helping many individuals and families, in a variety of circumstances. ​​
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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 designation and is amongst the UK's top financial professionals. He's also been rated as one of the Top 35 Next Generation Professionals by New Model Adviser.
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Lab Financial Planning was created to provide a first-class Financial Planning and Wealth Management service for Business Owners and Busy Professionals.
​​In our experience, most financial planners are only interested in working with people at, or in, retirement.
At Lab, we're also happy helping clients who want are planning their retirement, and we have many happily-retired clients.
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However, not many financial planners want to work with people who are in the middle of their career, people building their wealth, want the best for their family and want to protect them.
This is where Lab is different. We don't only work with people who have already accumulated their wealth. We are there to help you build financial security and help you do the things you want to do, irrespective of how old you are.
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We're big fans of utilising tech as much as possible to make things easy for everyone, and regular contact so that we're both on the same page and you know what to expect from us.
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.
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Graham and Ann Hale, Gloucester
October 2023
Why the name Lab?
Jamie grew up with Labradors. First was a beautifully-tempered Golden Lab called Harry, after which came Millie, a naturally mischievous and food-driven Chocolate Lab, who is still going strong at 13.
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And now Jamie and his wife Lorna have added a third colour to the set, by getting a (mischievous) Fox-Red Lab, Phoenix.
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When Jamie thought about the name for the new financial planning business he wanted to start, it didn't take very long at all to settle on 'Lab Financial Planning'.
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The character traits Labs are best known for, are those he wants the business to reflect and be known for: friendly, high-spirited, intelligent, trusting, trusted, loyal and most importantly, by your side, come what may.​​​​
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Harry
Millie
Millie
Phoenix
Outside of Work
Jamie lives in Claverham (google maps link) with his wife Lorna and Phoenix.
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When he's not running the business and helping clients, you can usually find him walking Phoenix across the many fields and beaches around North Somerset. He keeps fit by playing cricket for the village side in the Summer, with an ill-advised comeback at age 36, which his body is not too happy about!
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He and Lorna love to travel, so if you have any recommendations of places to visit, he'd be keen to hear them!
View from Cadbury Hill, overlooking Claverham & Yatton in the foreground. Clevedon, the Bristol Channel and South Wales in the background.
Matt lives in Banbury, Oxfordshire. He's an F1 fan, and lives near where quite a few of the F1 teams are headquartered, with the Team Haas HQ practically outside of his window.
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He has a bucket-list of things he wants to do and achieve. The latest items ticked off were a bungee jump and a skydive.
Being a business owner was also on the list and that is now ticked off!
We are intending on creating a directory of experiences our clients have enjoyed, such as places to visit and experiences, so that these can be shared with our other clients to benefit from. Matt is in charge of this, so please do let him know about any must-see or must-do experiences!