Lakeside Portfolio Services Ltd
Barnsley, United Kingdom (UK) · Finance and Banking
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Verified by Enterprise League
Data quality
Complete · Accuracy
Last verified
May 2026
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Overview
Lakeside Portfolio Services Ltd. is a Barnsley, UK-based provider of cost-effective model investment portfolios, designed to be risk-managed exclusively for clients of Lakeside Wealth Management Ltd. and its Appointed Representatives. We specialize in tactical asset allocation and analytics, supporting investors through the Lakeside Investment Platform Ltd. and other regulated platforms. As a regulated firm authorized by the Financial Conduct Authority, we prioritize clear and transparent investment solutions, underpinned by robust capital requirements and a comprehensive risk management framework.
Our commitment is to deliver tailored investment strategies, ensuring client success and peace of mind. We operate with a dedicated team of investment managers and senior management, focused on achieving portfolio objectives and adhering to a rigorous remuneration policy.
Our commitment is to deliver tailored investment strategies, ensuring client success and peace of mind. We operate with a dedicated team of investment managers and senior management, focused on achieving portfolio objectives and adhering to a rigorous remuneration policy.
Contact Details
+440330 100 4808
portfolio@lakesidefs.co.uk
Barnsley, United Kingdom (UK), Wharncliffe Business Park
Company Type
Private Limited Company
Employees
2-10
Categories
Keywords
#model portfolios
#tactical asset allocation
#analytics
#investments
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