Who We Help
You're doing well in your career and have been building your wealth...
...but you don't have the time, expertise or inclination to do the financial planning bit yourself and find yourself a bit stuck for what to do next. Or maybe, the numbers have just become a bit 'too big' and you don't want to mess it up.
This is where Lab comes in.
We're the financial guide, right there by your side.
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We ensure you do the right things with your money: avoid mistakes and maximise opportunities, so that you can use your money to live.
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This means striking the balance of living for today, and ensuring you've got a plan for a bright financial future.
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We specialise in helping Business Owners and Busy Professionals.
100%
Clients who are very satisfied with the service they get from Lab.
100%
Clients who say they either have already, or would recommend us to family and friends.
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Clients who say we provide Excellent
communication.
100%
Clients who say we are responsive to any issues or concerns they have.
From current and new clients surveyed in 2024.
About Lab
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Lab is managed by Jamie Flook - Managing Director & Financial Planner and Matt Goddard - Operations Director.
Jamie has been a practicing Financial Planner for a decade, and in that time has helped hundreds of client families.
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As a Certified Financial Planner (CFP®) through the Chartered Institute for Securities and Investments (CISI), Jamie is one of only 1,000 Financial Planners in the UK to hold this top-tier professional designation, and is amongst the UK's top financial planning professionals.
He was also recognised in the 'Top 35 Next Generation Advisers 2024' list from leading Financial Services publication New Model Adviser Citywire.
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He set up Lab Financial Planning in 2023 to provide a complete financial planning and wealth management service for Business Owners and Busy Professionals.
Jamie has helped us with our financial planning for eight years now as we moved into retirement. We have always stayed with Jamie as his career developed and we are delighted that he has set up Lab Financial Planning.
He has skilfully planned our pensions and investments to meet our values, risk and life goals. We value his independence in providing the best solutions for us and he has earned our trust.
Best of all is how friendly, personable and understanding Jamie is in simplifying the complex.
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Graham and Ann Hale, Retired, Gloucester - October 2023
What Our Clients Say
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