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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Property Planning

From your First Home to a Buy-to-Let Portfolio, we bring a Wealth of experience!

Planning For The Future.

With the current property landscape changing significantly over the last two years, this is now an area where more and more people require advice.  Whether you see your main property as an asset class or want to use it as an investment vehicle, our wealth of experience in this area allows us to use property within your overall financial roadmap. 

We’ll Help You Get There.

We have helped and consulted thousands of clients and can help you too.

Whether it be the purchase of your main residential property, starting or expanding your buy-to-let portfolio, buying commercial property, we can assist you with your property development plans.  Our experts will also advise you on the current and ever changing tax complications and whether to buy property in your personal names, through a limited company or through your pensions via a SIPP or SSAS.

Dream. Plan. Enjoy.

We are able to help you arrange the right financial solution from the whole of market.  Whether it be a, traditional mortgage, buy-to-let mortgage, commercial mortgage, development finance and / or bridging loans, our property specialist will work with you to ensure the right funding chosen (if required).

The property landscape changing significantly!

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!