In today’s busy world, where family and work take precedence, we often forget about our own dreams and wishes. At Finance Lab Leicester, we help you achieve your dreams.
With this in mind, we have developed a structured, client-focused process to assist our clients to zone in on their life and provide a financial road map. From climbing Mount Everest, to leaving a legacy for future generations. And help you understand how to use your wealth to meet your very personal goals.
We believe that Wealth accumulation should be simply used to provide you and your loved ones with the lifestyle you deserve. Therefore, we have a goals-focussed, planning-driven process which has just one aim: to use your wealth to give you the life you want. We are able to help you:
Wealth Planning is more than a financial matter, its about understanding what you want, and when you want it.
“There is only one thing that makes a dream impossible to achieve: the fear of failure.” ? Paulo Coelho, The Alchemist
We want you to 'Be Informed' with relevant information, even when the markets are not turbulent! We want you to 'Be Smart' when investing and / or passing on your wealth - (We will help you to make the right decision, not an emotional one!) We want you to 'Be Sure' with any decision that you make - but to do this you have to 'Be Informed!'
At Finance Lab we want you to 'Be Informed. Be Smart. Be Sure'. We want you to feel completely confident about your most private affairs in our trusted hands.
As a wealth management boutique we don't stick to any one financial product provider; we work with you and your unique solution. More often than not, this brings many solutions to the table that others might miss!
Our main aim is to 'Act in your best interest.' We treat your financial affairs, as if they were our own. We offer you a bespoke solution, as we believe that everyone is individual and unique!
Our Wealth Management solutions help you to 'Plan for the Future'. From Financial Investments, Property Investments, Retirement Planning and Wealth Succession, we have a range of services to help you prepare for what tomorrow might bring.
After all, “The afternoon knows what the morning never suspected.” Robert Frost
Your plans and dreams can change, as can market conditions, which is why at Finance Lab, we believe that Planning for the Future, shouldn’t happen just once; it should be constantly reviewed.
We communicate with our clients and encourage them to communicate with us on a frequent basis, as we appreciate that life brings many surprises. From becoming a parent and buying a larger home, to planning for wealth succession and arranging medical care during retirement, our needs and priorities change as we go through life. Wherever you are on your personal journey and whatever your goals are, talk to us. Communication is key!
