Lakeside Wealth Management Ltd

Restricted - Whole of Market  Acron Phase 3, Barnsley, South Yorkshire, S72 7BD
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FCA authorised
Last authorised 8th March 2021
Ethical and honest financial planning with exclusive access to the cheapest Investment Platform in the UK.
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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Wealth management
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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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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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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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Corporate pension
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Employee benefits
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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
Meet our advisers
MR Adam Chambers CertPFS (DM) DipFA AwPTER
Financial Adviser
About us

Lakeside combines traditional family business values with modern technology to help clients with their pension, retirement and investment planning.

Whilst cost is not necessarily the most important element of a pension or investment it is comforting to know that we have access to the cheapest investment platform in the UK. We constantly strive to get the very best terms that we can on behalf of our clients.

We provide a new portfolio recommendation every three months because we know that we can't predict the future and that regular small changes can make a lot of difference to long term outcomes.

Our services

In a rapidly changing financial and economic world, we do not believe that you should set up your pension or investment and forget about it.

We contact our clients every quarter with an updated recommendation; telling them where they should invest their money and which fund manager should be looking after it for the following three months. These small yet regular changes are designed to keep your long term planning on track.

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

Acron Phase 3, High Street, Barnsley, South Yorkshire, S72 7BD

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