Savings & Investments

There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money - savings -...

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which...

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Mortgages

Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...

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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

Welcome to Lakeside Financial Services Ltd, Financial Advisers in Solihull, West Midlands

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0121 733 6005 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

GENERAL ENQUIRY FORM

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  • “We have dealing with Barry Pinner of Lakeside Financial Services for many years and have always found him and his colleagues to be very professional in our dealings.

    Barry has a wide range of knowledge and takes time to consider our needs and provides advice in a very clear way in a language that we find easy to understand.

    When our elderly cousins passed away during the last few years, Barry sorted out the Probate applications and dealt with all of the administrative duties which we found to be a great help at a very difficult time.

    M Proffitt and R Proffitt

  • “I have been dealing with Barry Pinner for over 20 years and have always found him to be very helpful and reliable in dealing with my finances.

    We first started to use Barry after attending a seminar on financial planning and decided to take advantage of his services during this as he speaks in a straightforward manner.

    In our early days, my late husband, who had always handled our finances, asked Barry if he would continue to provide me with advice should he die first, to which Barry said yes, he would.

    M C Hodrien

  • "My partner and I only have positive words to say about the guys at LFS...Andrew and Jonny are extremely professional, providing a thorough service from initial mortgage advice to completion. They clearly have an excellent knowledge of the process, as well as other financial services, including life insurance, and were always on hand to answer any questions we had. We would highly recommend to anyone."

    J.Roberts

  • Our aim is to offer the most suitable solutions for each of our client’s requirements.

    Lakeside Financial Services

  • We offer clients an honest, experienced and caring approach to all our clients with our services.

    Lakeside Financial Services