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Based in Barnsley
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
As an adviser at Lakeside Financial Solutions I specialise in providing professional and sound solutions for my clients for their personal needs, I also work to help them with retirement and investment strategies whether this is for a Businesses, Company Directors, Senior Management and Individuals alike. I strive to provide financial security with careful and considered investment strategies and regular portfolio adjustments as a solid foundation to all wealth management recommendations. With integrity, exceptional service and the fair treatment of customers at the core of my business ethics, my clients know that they can be certain they have entrusted their planning to the right company. Not all of my work is with business professionals and companies, I particularly enjoy working hard for my clients in the area of mortgages and protection insurance, everyone has a different need in this area and I enjoy the challenge of putting my clients in a better position and helping them to be able to plan for the future better.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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