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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Wealth Succession

Helping you pass your Wealth for many generations to come!

Planning For The Future.

After a lifetime of building your wealth, you’ll want to pass it on to your loved ones in the most tax efficient way.  Wealth succession is as individual as you are and at Finance Lab, we are well versed in the challenges it can present. 

From business property relief, to the use of trusts, gifting, pensions and philanthropy, there are many tax efficient ways to ensure that your wealth is passed on to the people you cherish.


We’ll Help You Get There.

We will work with you and your family to address a range of the following issues:


  • The creation of a Will.  
  • Deciding when is the right time to pass on your wealth.
  • Choosing your executors
  • How much do you give and to whom?
  • Preparing the next generation for the opportunities and challenges that wealth brings
  • Undertaking an annual review to ensure that your wealth succession plan is adapting to your current circumstances.
  • Minimising your exposure to inheritance tax.


Dream. Plan. Enjoy.

Our experience has shown that transferring wealth from one generation to the next can be a smooth and fulfilling journey, whilst ensuring you peace of mind for your own financial future.


Helping you pass your Wealth for many generations to come!

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!