Wealth Lab Financial Services LLP

Helping you keep more of what you’ve worked hard to build.

With more than 80 years of combined experience in financial services, Chris and David Mills work with individuals, families and business owners to identify opportunities to structure their finances more tax-efficiently, helping them retain more of their hard-earned wealth where appropriate.

From pensions and retirement planning to investments, inheritance tax and financial planning for business owners, we take the time to understand the bigger picture before recommending a strategy.

Our approach is straightforward: understand where you are, where you want to be, and identify the most efficient way of getting there.

Ideal introductions:
Business owners, company directors and individuals who want to understand the options available to them and create a tax-efficient financial strategy built around their goals — including those who may need to consider the upcoming changes to the Inheritance Tax treatment of pensions from April 2027 as part of a wider review of their existing arrangements.

Contact Chris: 07944 743 222 | Contact David: 07970 891 340 | E-mail: info@wealthlabfs.co.uk | Website: www.wealthlabfs.co.uk