About Us - Financial advisers, investment, wealth management and pensions advice

Who We Are...

We are a family run business covering various 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 but has since qualified as a mortgage and protection adviser as well as writing wills and Lasting Power of Attorney, making the company a true family business. Claire came onboard in 2017. There are now 4 of us in the office covering various 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.

Tax Planning, Estate planning & Inheritance Tax planning.