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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Retirement Planning

Will your money outlive you, or will you outlive your money?

Planning For The Future.

To achieve peace of mind for the longevity of retirement, there is one question that requires answering:

Will your money outlive you, or will you outlive your money?

We’ll Help You Get There.

Good retirement planning is all about cash flow and not the assets you hold.  With the right pension / investment planning we can help you protect your wealth later in life.

We will work with you and assess the most effective ways to build cash flow so that you can enjoy the retirement lifestyle you’re looking for, ensuring that your wealth is working for you.

Dream. Plan. Enjoy.

Using your pension (including SIPP or SSASs) and other financial products on the market, we can construct access to the cash flow that you need. 

Whether you’re looking to cover day to day expenses, fund the luxuries you enjoy, explore and travel the world, or pay for your grandchildren’s school fees, planning for the future can be an exciting process, knowing that you can attain the lifestyle you want.  

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!