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.

Who We Are...

We are a family run business covering all aspects of the financial industry, giving the peace of mind that we will be here for years to come. Barry, a financial advisor, has worked within financial services since 1978 and started his own business Lakeside Financial Services in June 2014 with his Son Andrew. In Early 2017, his Daughter Hayley also joined the business as a will writer, making the company a true family business. Jonny and Richard, joined Lakeside in 2015 and finally Claire came onboard in 2017. There are now 6 of us in the office covering all aspects of the financial services sector, which makes it a great working environment, friendly approachable business and a real one stop shop for all financial needs.
From retirement planning to wealth management, we offer a full suite of financial services to secure, protect and grow your assets.
From Mortgage advice to life and critical illness assurance and income protection, whether it is a first time purchase you require assistance with, a house move, re-mortgage or multiple property purchase, we understand how stressful it can be and as experts we are offer to make this a lot easier for you and help you along the way. We are proud of our client focused approach, our extensive knowledge of the financial industry and our ability to offer tailored solutions.

In our wealth management proposition we provide advice relating to savings, investments, pensions and other investment vehicles to suit your needs along with advice on how to utilise all of your tax allowances to ensure that growth and/or income are as tax efficient as possible.
As well as advising on the accumulation of wealth how to minimise the effect that tax can have on your estate when it is being passed to the next generation

Our Approach…

We offer clients an honest, experienced and caring approach to all our clients with our services. Our aim is to offer the most suitable solutions for each of our client’s requirements. We believe that we can continue to support our clients and form long term relationships based on trust and understanding that they will get the best service possible and believe that when our clients get this service they will return and recommend us to their friends and family.

It is important to us that we always do all we can to help our clients as we work on referrals and recommendations to build our ever expanding business.
We listen to your requirements and learn about your financial objectives before making any recommendations, making sure that we understand your situation fully.

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

    Lakeside Financial Services

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

    Lakeside Financial Services

The Lakeside Team…

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

  • Our Team
    Barry Pinner
    Director / Financial Adviser
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  • Our Team
    Andrew Pinner
    Financial Adviser
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  • Our Team
    Claire Berens
    Mortgage and Protection Adviser
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  • Our Team
    Jonathan Higgins
    Mortgage and Protection Adviser
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  • Our Team
    Hayley Nock
    Mortgage and Protection Adviser
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