Jamie is founder and MD of Lab Financial Planning. He’s been a Financial Planner for 10 years, set up Lab in September 2023 and focuses on working with business owners and directors. Some of his clients have been with him for many years and are more typical retirement clients.

He’s a Certified Financial Planner (CFP) and happy to pass on his experiences about setting up and running a financial planning business and what this reality is really like.

Lab now consists of him and Matt – Operations Director. Jamie started the business on his own, spinning all the plates, before now handing over the reins of the operational side of the business to Matt, allowing Jamie to focus more on working with clients and marketing the firm.