Lab Financial Planning - Weston-super-Mare

Okay, here’s a comprehensive overview of Lab Financial Planning, presented in a formal and helpful manner, designed to be informative and persuasive:

Introduction to Lab Financial Planning

For individuals and families seeking expert guidance in navigating their financial future, Lab Financial Planning stands as a trusted and dedicated resource. Located in Weston-super-Mare, United Kingdom, Lab Financial Planning offers a personalized approach to financial planning, designed to address a wide range of needs and aspirations. The company’s commitment to understanding each client’s unique circumstances ensures tailored strategies for long-term security and prosperity.

Location and Contact Information

Lab Financial Planning is strategically situated at The Hive, 6 Beaufighter Rd, Weston-super-Mare BS24 8EE, United Kingdom. Clients can easily reach them by telephone at Phone: 1934244885. A detailed overview of their services and offerings is readily available on their website: Website: labfp.co.uk. The company prides itself on accessibility, offering both online appointments and convenient onsite services.

Specializations and Services

Lab Financial Planning specializes in providing comprehensive financial planning services. Their expertise encompasses a broad spectrum, including retirement planning, investment management, and estate planning. They understand that financial decisions are deeply personal and aim to build relationships based on trust and transparency. Notably, they possess a particular aptitude for addressing complex family legal considerations, proactively connecting clients with specialized solicitors when necessary. This demonstrates a commitment to holistic financial wellbeing.

Additional Amenities and Accessibility

Lab Financial Planning is dedicated to ensuring a comfortable and accessible experience for all clients. The location features a wheelchair accessible parking lot and a readily available restroom. Furthermore, the company currently boasts 8 positive reviews on Google My Business, reflecting a consistently high level of client satisfaction. The average opinion is a remarkable 5/5 – a testament to their professional service and client-centric approach.

Concluding Recommendation

Lab Financial Planning consistently demonstrates a dedication to providing personalized and insightful financial guidance. The positive feedback and accessible services – including online appointments and a commitment to client needs – position them as an excellent choice for anyone seeking to secure their financial future. We strongly encourage potential clients to visit their website at labfp.co.uk to schedule a consultation and discover how Lab Financial Planning can help them achieve their financial goals.

👍 Reviews of Lab Financial Planning

Deborah S.

5/5

Jamie from Lab Financial Planning was so helpful in my recent appointment. Jamie really gets to know your needs with insightful questions, I had lots of questions! He answered all of them knowledgeably and any on the more family legal aspects that I needed help with, he referred me onto specialist solicitors. I would definitely recommend Jamie to help you with your financial planning.

Joseph W.

5/5

Jamie gave me great investment advice and my portfolio is doing well as a result. Jamie always makes time to speak, is very helpful and has an excellent way of explaining things that make it easy to understand. Thoroughly recommend.

Nathan B.

5/5

Jamie has been very helpful in providing me with advice about my pension, ensuring it is invested right to try and grow it ahead of my retirement.

He explained everything really clearly and helped make the complex simple!

Highly recommended

Coleen M.

5/5

What a star Jamie is. He provided a quick and efficient, fuss free service, making sure I understood and was happy with the options presented. Will definitely recommend him to my family and friends.

Holly H.

5/5

Lab FP has been advising me for a few years now, and I’ve been really impressed with the friendly service, responsive communication and sound advice. Would definitely recommend!

Rob W.

5/5

Jamie has been our Financial Advisor for a number of years now. We have always found him to be easy to work with. He is very knowledgeable and skilled as an Advisor, and we know and trust our financial portfolio is in safe hands.

Martin J.

5/5

We have been more than satisfied, service is excellent, and would definitely recommend to family and friends

Kathryn V.

5/5

We're so happy to have engaged Jamie at LabFP as our Financial Planner.
We've been working with him on our Family Finances for 9 months now and really appreciate his professional guidance and vast, in depth knowledge.

We've gained peace of mind, clarity and direction in our approach to our finances. We now have a comprehensive plan with actionable steps along with receiving thorough reports and cashflow projections.

Jamie has taken a very real holistic approach and has listened carefully to our particular circumstances, aspirations, current finances, family life and everything in between to incorporate everything together into a plan that will be reviewed and updated each year. We have contacted him several times with queries and clarifications and always receive a very high level of service.

We feel that he is approachable, professional and friendly and would highly recommend his services to others.

There is nothing quite like a 3rd party or different paid of eyes scrutinising your finances and asking all the pertinent questions to really sort you out!