About Lakeside Wealth Management Ltd.
Lakeside Wealth Management Ltd. is a trusted financial advisory firm that provides comprehensive financial planning services to individuals and businesses. With a team of experienced professionals, Lakeside Wealth Management Ltd. offers expert advice on investments, pensions, insurance, mortgages, commercial finance, wills and probate.
At Lakeside Wealth Management Ltd., we understand that every client has unique financial goals and objectives. That's why we take the time to get to know our clients personally before creating a customized financial plan tailored to their specific needs.
Our investment advisors are highly skilled in managing portfolios for both individual and institutional clients. We offer a range of investment options including stocks, bonds, mutual funds and exchange-traded funds (ETFs). Our investment strategies are designed to help our clients achieve their long-term financial goals while minimizing risk.
We also provide pension planning services for individuals who want to ensure they have enough money saved for retirement. Our pension experts can help you choose the right type of pension plan based on your age, income level and retirement goals.
In addition to investments and pensions, we offer insurance solutions such as life insurance, critical illness cover and income protection insurance. Our team can help you find the right insurance policy that meets your needs at an affordable price.
For those looking to purchase property or refinance an existing mortgage loan, Lakeside Wealth Management Ltd.'s mortgage advisors can guide you through the process from start to finish. We work with a wide range of lenders across the UK market so we can find you the best deal possible.
Our commercial finance specialists provide financing solutions for businesses looking to expand or invest in new projects. Whether it's securing funding for new equipment or acquiring another business entity altogether - our team has extensive experience in structuring deals that meet your business objectives while minimizing risk exposure.
Finally - our wills & probate department provides legal advice on estate planning matters such as drafting wills & trusts; administering estates; inheritance tax planning; powers of attorney etc.. We understand how important it is for families & loved ones left behind after someone passes away - which is why we take great care in ensuring all legal documents are drafted correctly so there are no disputes later down the line.
In conclusion - if you're looking for trusted financial advice from experts who truly care about your future success then look no further than Lakeside Wealth Management Ltd.. With over 20 years' experience helping people just like yourself achieve their dreams - let us be your partner on this journey towards greater wealth & prosperity!