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  11. Lakeside Financial Services

Lakeside Financial Services

Independent Financial Adviser  79 Main Street, West Midlands, Solihull, B90 1UB
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FCA authorised
Last authorised 1st March 2021
We handle all stages of the Financial lifecycle from growing wealth, protection, mortgages advice, to retirement and IHT planning
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Meet our advisers
MR Richard Murphy
About us

A team of financial advisers with a wealth of experience across all areas of financial planning from wealth accumulation and management, tax planning, pensions, mortgages and trusts. We offer a bespoke service offering full financial reviews to create a holistic solution, with full implementation and ongoing servicing, aiming to develop long term relationships with our clients.
Read our recommendations of some of our clients and feel free to call and find out more on <phone number hidden> during business hours.

Our services

Design, arrange and implement a long term financial plan under the most tax efficient way unique to your needs and with a straightforward approach to our clients.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

79 Main Street, Dickens Heath, Shirley, West Midlands, Solihull, B90 1UB

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