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 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

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
    read more
  • Our Team
    Jonathan Higgins
    Mortgage and Protection Adviser
    read more
  • Our Team
    Hayley Nock
    Mortgage and Protection Adviser
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