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Adviser feedback ratings for Lakeside Wealth Management Ltd
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6 Feb 2019 After joining Lakeside in a bold move just over 2 years ago, I can honestly say it was the best thing I have ever done! Everyone at the company makes you feel welcome, from the directors to the office team and it's such a great network to work in, everyone wants you to do well and there's friendly help and advice at the end of any phone call or text message whenever you need it. The systems and training that are in place are second to none too, and they're always developing and getting better. It's safe to say that this is a fantastic place to come and grow a successful career in Financial Services!
4 Feb 2019 This network is the best! - I have been in the industry for nearly 30 years with various networks and I am so glad I found Lakeside. They actually care about the firms they work with and want everyone to do well - I have recommended them to several other advisers already. Kalie and her team are very helpful and lovely to work with and i would have absolutely no hesitation recommending them to any adviser looking to switch network - If you are not considering a move at the moment then maybe you should!!
4 Feb 2019 Joined Lakeside in Dec 2018 after a discussion about finding a home and company to work with. Nathan is very straight forward and made the process very simple. Since joining the support has been fantastic, Kalie and the Team really make us very welcome. They deal with any questions and make things easy, the payments are always right and on time and I don't have any issues.The CRM is very good and always under development to make ti even better and they take our feedback on board. I would not hesitate to recommend them to anyone.
4 Feb 2019 I have been with Lakeside Wealth Management since last year when I left my employed position for self employment. The support is fantastic, nothing too much trouble and response the same day. They have a friendly team spirit way about them which makes you feel you are not alone. I would recommend LWM to all advisers thinking if switching networks or starting self employed route you would not be disappointed.
3 Feb 2019 I have worked in the industry sometime and have had good and back experiences, since joining Lakeside all has bee positive. Having worked at Openwork and there been no interpersonal relationships, its been a breath of fresh air to work with a company with great communication and a open approach to compliance and business. Would recommend to anyone considering a move, very supportive though the process and good people.
28 Mar 2018 I moved to lakeside around 18 months Ago and after working under 2 other networks I can honestly say lakeside is by far the best, the support and training you receive as an adviser with lakeside is second to none,. The systems are great, You are ALWAYS paid on time, you can pick up the phone with any question you have no matter how small it its they are always more than happy to help and the most important quality I feel lakeside has Is that they believe in you and your business and will go above and beyond to help you with any goals you have ! I will be staying with lakeside for as Long as they will have me.
6 Feb 2018 Since joining Lakeside in May 2017, I have been made to feel welcome and valued by everyone at Lakeside. I have all the support I need and I am able to just pick up the phone and speak to a member of the team anytime I need too. Lakeside are approachable and supporting of all Advisers and their teams. Coming across from a larger network, it has been a fantastic transition and I enjoy dealing with real people where I was unable to with the old network. Cannot recommend enough :)
6 Feb 2018 I left Intrinsic in June last year and can honestly say I have never been happier since joining Lakeside. Always approachable and happy to help. I have 18 years Industry experience and they are by far the best company I have ever been involved in.
6 Feb 2018 Fantastic team to work with, always around when help is needed.
2 Feb 2018 Fantastic organisation to work within, very supportive and forward thinking with the ability to provide my clients with pretty much every product and service they could need. Highly recommended