Book a Consultation
We know that talking to a Financial Planner about your personal and financial situation can be a bit daunting, particularly if you've never done it before.
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We also know that committing to working with a Financial Planner is a big decision, so it's only right that you should have a free no-obligation meeting, to see if we're right for you.
We use the initial consultation firstly to get to know you, understand what it is that you need help with, and for us to explain how we can help you.
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By the end of the chat, you’ll have a really good idea of whether we’re a good fit.
As part of your initial financial consultation, we will:
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Help you understand your current financial position
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Offer useful suggestions for how to improve your finances
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Discuss how we can help you with your financial planning
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Provide further information about our services & fees
There’s no cost or anything hidden – just an opportunity to
get to know one another and see if we’re a good fit.
To get started, all you need to do is find a date and time that works best for you.
Once booked, you’ll receive an email confirming the meeting. It’s that simple!
Initial consultations are held by Zoom or Microsoft Teams.
We look forward to meeting you.
Lab Financial Planning, 6 Beaufighter Road, Weston-super-Mare, BS24 8EE
01934 244 885
Lab Financial Planning Limited is an appointed Representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).
ValidPath Ltd is entered on the FCA register under Reference Number 197107. Lab Financial Planning Ltd is entered on the FCA register under Reference Number 1002078.
Lab Financial Planning Limited is registered in England & Wales, company number: 14910640.
The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.