Our Services.
We offer a full range of financial and protection services. See below for some of our most popular.
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 - that can be...
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 you have...
Mortgages
Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges interest: the...
Welcome to Lakeside Financial Services Ltd.
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 email us at info@lakesidefinancial.co.uk and we'll be pleased to help you.
Here's how we formulate the plan towards Your Goals.
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.
About you
We meet together to discuss your personal circumstances and your current financial situation.
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Your goals & ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
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Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
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How to get there
So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.
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Implement the plan
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
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Review the plan & progress updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested.
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Request a Callback
See What Our Clients Have To Say About Us.
Finally getting the house sorted and its all thanks to Hayley at Lakeside Financial Services Ltd ... The most professional company ever No job was too big and the response time was amazing. Please give them a like and a call if moving house etcFinally getting the house sorted and its all thanks to Hayley at Lakeside Financial Services Ltd ... The most professional company ever No job was too big and the response time was amazing. Please give them a like and a call if moving house etc
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.
Stock Data.
| VALUE | MOVE | % | |
|---|---|---|---|
| FTSE 100 | 10402.34 |
87.75 
|
0.8507367
|
| FTSE ALL-SHARE | 5598.46 |
42.83008
|
0.77093107
|
| FTSE MID 250 | 23333.15 |
42.78125
|
0.18368644
|
| FTSE 350 | 5660.33 |
43.640137 |
0.77697253
|
| Dow Jones | 49501.08 |
260.08984 |
0.5281978
|
| S&P 500 | 6882.71 |
-35.100098  |
-0.5073874
|
