Services

Pensions & Investments

Pensions

SIPP's

Personal Pensions

Auto Enrolment

 

Investments

S&S NISA

GIA

Offshore Bond

Onshore Bond

Protection Insurance         

Personal 

Life Insurance

Whole of Life

Family Income Benefit

Serious Illness

Critical Illness

Mortgage Protection

Income Protection

 

Business

Key Man Insurance

Cross Option

Relevant Life

 

Health Insurance

Personal

Group

 

 

Wills & Estate Planning

Estate Planning

Single Wills

Mirror Wills

Property Protection Trust

Nil Rate Band Trust

Pilot Trust- Life & Pension

LPAs

Discretionary Will Trusts

Platforms & Providers

The Novia Platform offers real benefits to clients, it enables us to provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service. Efficiently managing Clients' wealth with a wide choice of product wrappers, one of the broadest investment universes avaliable, innovative and intergrated planning and reasearch tools and a transparent, flexible charging structure.

 

Novia Financial PLC is authorised and regulated bythe Financial Conduct Authrity No. 481600

 

t: 03302 230404

 

e: ifa@lakesidefs.co.uk

To login to your client portfolio click the buttom below.

The elite Platform has an annual charge of of only 0.18% making it one of the cheapest platforms avaliable on the UK market. 

 

The elite Platform service is supplied by Hubwise to your Adviser, Lakeside Wealth Management Ltd. 

Lakeside Wealth Management Ltd., acting as your Adviser, utilise the elite Platform to undertake trading, settlement, custody and associated services together with facilities for investing in Securities and Funds from a range of different providers. 

The elite Platform can be used to invest in Securities and Funds through a GIA, NISA, Personal Pension, SIPP and Offshore Bond. Within each Account you can buy, sell and switch Securities and Funds and, where permitted under tax legislation, arrange to receive regular income from your investments. 

Lakeside Wealth Management Ltd. is responsible for all the advice and financial planning services that you request. Hubwise has no responsibility to review your Portfolio and does not provide financial advice about the suitability of an account or the investments you hold within it. 

All transactions and all communications relating to your investments are supplied by the elite Platform or through online access, when sanctioned by your Adviser. 

 

Hubwise Securites Limited is Authorised and Regulated by the Financial Conduct Authority No. 502619

 

e: elite@lakesidefs.co.uk

 

t: 03302 230404

To login to your client portfolio click the buttom below.

For any login issues, or to request a new password please complete the below form.

You can use this for either Novia or Elite.

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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