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