We are Financial Advisers specialising in Retirement and Investment Strategies

for Businesses, Company Directors and Senior Management. 

The directors of Lakeside have over 45 years experience working with clients,

creating and monitoring Financial Life Plans. 

We strive to provide Financial Security with careful and considered Investment

Strategies and Regular Portfolio Adjustments as a solid foundation to all of our

Wealth Management recommendations. 

With Integrity, Exceptional Service and the Fair Treatment of Customers

at the core of our Business Ethics, our clients know that they can be certain

they have entrusted their planning to the right company. 

 

Information & Guides

Lakeside Wealth Management Ltd. brochure
Lakeside_Brochure_.pdf
Adobe Acrobat document [1.4 MB]
A Guide to Trusts
Laying Foundations for Tax Planning or Asset Preservation
Trusts.pdf
Adobe Acrobat document [1.1 MB]
A Guide to Investing
Making the right decisions about how your money should be invested
Investing.pdf
Adobe Acrobat document [633.4 KB]

Personal Finance

The gender pension gap is widening, report finds (Sun, 22 Oct 2017)
Adviser finds fewer women than men can afford to save into a personal pension
>> Read more

UK companies step up battle to rein in pension costs (Sun, 22 Oct 2017)
Groups such as BA and BT seek to lower retirement payouts for former staff
>> Read more

Financials

Fund managers leave Fidelity after harassment claims (Sun, 22 Oct 2017)
Asset manager called emergency meeting after allegations of inappropriate behaviour
>> Read more

‘Wolf of Wall Street’ warns ICOs are ‘biggest scam ever’ (Sun, 22 Oct 2017)
Jordan Belfort says cryptocurrency craze will ‘blow up in so many faces’
>> Read more

We are located at:

Lakeside Wealth Management Ltd


High Street Acorn Phase 3

Barnsley

S72 7BD

Contact us today

If you have any queries or wish to make an appointment, please contact us:

 

03302 230404 03302 230404

ifa@lakesidefs.co.uk

 

Or use our contact form.

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Lakeside Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority. FCA Number 458204. Registered in England & Wales, Company Number 05933022. Registered Office address: 2 Lakeview Stables, Kemsing, Kent, TN15 6NL. Trading address: Ground Floor, Acorn Phase 3, High Street, Barnsley, S72 7BD. Telephone: 03302 230404