We are a team of professional Financial Advisors with over 50 years combined industry experience. Our aim is to understand your personal financial goals and then create tailored solutions to help you plan your financial future.
We offer clients an honest, experienced and caring approach to financial planning. Our aim is to offer the most suitable solutions using a whole of market perspective.
We listen to your requirements and learn about your financial objectives before making any recommendations, making sure that we understand your situation fully.
Location: 79 Main St, Shirley, B90 1UB
FCA Registration Number: 646852
Regulations: Lakeside Financial Services Limited is a subsidary of Intrinsic Financial Services Limited who are regulated by the Financial Conduct Authority.