Lakeside Financial Services Ltd

Independent Financial Adviser  79 Main Street, West Midlands, Solihull, B90 1UB
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FCA authorised
Last authorised 1st March 2021
Our team with 60 years combined experience have specialisms in Pensions, Investments, Life/ Illness protection, Mortgages, Wills, and tax 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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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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Socially responsible investments
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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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Critical illness
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Healthcare
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Income protection insurance
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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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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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Sharia finance
Meet our advisers
MR Richard Murphy
Financial Adviser
About us

Financial advisers with a range of specialisms across our team. We are proud of our client focused approach, our extensive knowledge of the financial industry and our ability to offer whole of market solutions.
- PENSIONS & RETIREMENT
- LIFE ASSURANCE
- MORTGAGES
- INVESTMENTS
- CRITICAL ILLNESS PROTECTION
- INCOME PROTECTION
- WILLS, TRUSTS & PROBATE
- LONG TERM CARE
- WEALTH MANAGEMENT
- TAX PLANNING

Our services

Full financial reviews free at first meeting aiming to provide a full holistic financial planning service. We work with the needs and wishes of our clients always within their best interests and aim to grow long term relationships, to service all needs throughout their financial life.

Preferred clients
Minimum wealth (income/assets)
£0
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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