Pension Offices, Financial Advisors

Lakeside Financial Services Ltd

Lakeside Financial Services Ltd is a financial services company based in Solihull, England. They specialize in providing financial advice and services to their clients, including pension offices and individuals seeking financial guidance. With a team of experienced financial advisors, Lakeside Financial Services Ltd is committed to helping their clients achieve their financial goals.

Introduction to Lakeside Financial Services Ltd

Lakeside Financial Services Ltd is a financial services company located in Solihull, England. The company was founded with the purpose of providing expert financial advice and services to individuals and businesses alike. With years of experience in the industry, Lakeside Financial Services Ltd has established itself as a trusted and reliable source for financial guidance. What makes this company unique is their personalized approach to financial planning, taking into consideration each individual's unique circumstances and goals.

Services & products

Lakeside Financial Services Ltd offers a range of services, including financial planning, investment advice, pension advice, and insurance. They also provide assistance with mortgages and other lending options. Customers can expect to receive tailored advice and recommendations based on their individual needs and goals. The company prides itself on its commitment to transparency and ethical business practices.

Location

Lakeside Financial Services Ltd is located on Main St in the bustling area of Dickens Heath in Solihull. The area is known for its mix of residential and commercial properties, with a variety of shops, restaurants, and businesses. The company is easily accessible by public transportation, with the closest options being the Dorridge and Widney Manor train stations, both about 2 miles away, and the Shirley Station, about 3 miles away.

Benefits

Customers should choose Lakeside Financial Services Ltd because of their commitment to personalized financial planning and ethical business practices. The company's experienced financial advisors are dedicated to providing expert guidance and support to help customers achieve their financial goals.

Good to know

Customers should be aware that Lakeside Financial Services Ltd is a fee-based service, meaning that they charge for their advice and services. However, the company is committed to transparency and will always be upfront about their fees and any other costs associated with their services.

Reviews

Customers have consistently praised Lakeside Financial Services Ltd for their knowledgeable and trustworthy financial advisors, as well as their personalized approach to financial planning. Many have noted that they feel more confident and informed about their financial situations after working with the company.

Amenities

complimentary consultation
online services
retirement planning
investment advice
tax planning
insurance services
financial planning
wealth management
estate planning
debt management
advisor
pension plan
retirement plan
investment option
online access
financial advice
insurance coverage
tax advice
risk assessment
portfolio management
retirement calculator

FAQ

What experience does your company have in providing financial advice?

At Lakeside Financial Services Ltd, we have several years of experience providing financial advice to our clients. Our team of expert financial advisors have extensive knowledge and expertise in the field of finance, and we have been providing our services to clients across the United Kingdom for many years.

What are the fees for your financial advisory services?

Our fees for financial advisory services vary depending on the specific needs and requirements of each individual client. We offer a range of flexible fee structures to ensure that our services are accessible to everyone, regardless of their budget or financial situation. Our fees are always transparent and clearly communicated to our clients before any work is undertaken.

What types of financial products do you offer?

At Lakeside Financial Services Ltd, we offer a wide range of financial products and services to our clients. These include pension plans, investment products, savings accounts, insurance products, and much more. We work closely with our clients to understand their financial needs and goals, and we tailor our products and services to meet their specific requirements.

How do you determine the best financial strategy for your clients?

We take a holistic approach to financial planning at Lakeside Financial Services Ltd. We work closely with each of our clients to understand their unique financial situation, goals, and objectives. Based on this information, we develop a customized financial strategy that is tailored to their specific needs and requirements. We then work closely with our clients to implement this strategy and monitor its effectiveness over time.

Can you provide references from satisfied clients?

Yes, we are proud to have many satisfied clients who have benefited from our financial advisory services. We would be happy to provide references upon request, so please don't hesitate to get in touch if you would like to learn more about our services and the experiences of our past clients.

Reviews

Natalie Law

Hayley helped us arranged our mortgage making everything so easy. Such a professional but personal company that really have your best interests at heart.

26-04-2023
Stacie Woolsey

Lakeside Financial have been the most amazing help, our advisor Hayley could not have done more. We are first time buyers and had no clue how this process worked, Hayley took us through every single step and went above on beyond what we expected from a mortgage advisor, I will be recommending Hayley to all my friends.

26-04-2023
Josh Roberts

Fantastic service from Andrew yet again. Following a recommendation some years ago, my partner and I recently used Andrew and his mortgage expertise to secure our new family home. In what are stressful and tough economic times, his knowledge, understanding and clear communication helped immeasurably to (eventually) get our house over the line! We are extremely grateful to Andrew being a constant presence and offering excellent advice throughout the process. Thanks again. Would recommend!

26-04-2023
Wayne McCormack

Brilliant service through and through! A great team who really do know their stuff. Highly recommended! Thank you!

26-03-2023
Dawn Edwards

Highly recommend! Made the process of remortgaging so simple and straight forward. Took care of the paperwork so I didn't have to. Very helpful.

26-03-2023
Julie Griffiths

Professional and stress free service from Barry & Andrew at Lakeside Financial Services to set up a Power of Attorney . Would highly recommend .

26-03-2023
John Wright

Fantastic service from Andrew and the team at lakeside. Mortgage offer within 24hours. Thank you

26-03-2023
Natasha Miller

I can't thank Hayley enough for the help, advice and support she has given me and I always recommend her to family and friends. Very professional and thorough throughout, I like that Lakeside are a family run Business, I find them very approachable and friendly.

26-03-2023
Laura Iddon

Hayley helped me get the mortgage I needed and made sure I got the best possible deal. I would highly recommend and will be using her again when I need to remortgage.

26-03-2023
Calum McGee

Andrew has been unbelievable. A recommendation from friends and he's got us into a great position a number of times from our mortgage to all insurances we take out. He recently proactively reached out, handled and secured us a long term lower rate on our mortgage renewal right before the interest rises came into effect saving us big time. Highly recommend.

26-02-2023