Our Mission Statement

Be Informed. Be Smart. Be Sure.
To help our selected clients to understand and plan for an authentic lifestyle, by providing behavioural investment coaching and bespoke financial strategies so that they look forward to waking up every morning, but also have the peace of mind to be able to sleep soundly at night.

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Monday - Friday 09:00AM-5:00PM
Saturday - Sunday CLOSED

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Financial Investments

Investment Advise tailored to you!

Planning For The Future.

During these financially uncertain times, we often find a large proportion that a client receives from their Financial Investments, is related to their behaviour and not the performance of their fund.
Your investments are a vehicle to fund your financial plans – nothing else. We are therefore on hand to coach you make the best financial decisions to meet these plans. In essence we become your behavioural investment coach.

Our investment philosophy is based on the following foundation:

  1. Academic and Empirical Research
  2. Diversification across different Asset Classes
  3. Costs Matters

We’ll Help You Get There.

Our research is academically based dating back to almost 100 years, and we can provide you with the following solutions:


  • Whole of Market Investment Funds
  • Venture Capital Trusts
  • Enterprise Investment Schemes
  • Equity and bond market investments, which can integrate with property and cash
  • ISA’s
  • Mortgages
  • Legally minimising the exposure to tax liabilities
  • Pensions
  • Cash saving facilities 

Dream. Plan. Enjoy.

Our investment strategies are bespoke to every client and the aims of their plan, and although they are constantly reviewed, they are only altered if the requirements of the plan changes and not for following the masses.

Love many, trust few, always paddle your own canoe.

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!'


Be Informed. Be Smart. Be Sure.

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!


Acting in Your Best Interest.

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.


Planning For The Future.

After all, “The afternoon knows what the morning never suspected.” Robert Frost


Set Goals. Reach. Repeat.

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!