Lakeside Financial Solutions

Lakeside Financial Solutions - Derby Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Lakeside Financial Solutions

At Lakeside Financial Solutions, I take pride in guiding clients through the intricate world of mortgages with clarity and expertise. Based in Allestree, I focus on providing a comprehensive range of mortgage options that cater to various needs, from first-time buyers and those looking to remortgage to buy-to-let investors. Understanding the nuances of each client’s financial situation is essential. I conduct thorough assessments to evaluate income, expenditure, and future plans. This in-depth analysis allows me to pinpoint the most suitable mortgage products available in the market. I specialise in helping clients navigate complex scenarios, such as self-employed income verification and lending criteria for atypical properties, ensuring that even the most challenging cases find a viable solution. My approach prioritises education. I believe that my clients should feel informed and empowered throughout the mortgage process. I provide clear explanations of each step, from initial inquiry to completion, demystifying industry jargon and ensuring that clients understand their options. This commitment to transparency means clients can make informed decisions that align with their financial goals. In addition to residential mortgages, I have a keen interest in buy-to-let mortgages, guiding landlords through the unique requirements of property investment. I stay updated on market trends and regulatory changes, allowing me to offer insights into potential opportunities and risks. This proactive approach equips clients with the knowledge they need to make strategic investments. I also believe in the importance of ongoing support. After securing a mortgage, I maintain communication to address any future queries or changes in circumstances.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(1 reviews)

Kate P

28 May 2023

Roger from Lakeside Financial Solutions has given me invaluable advice over the years. Very professional, friendly and reliable. Available face to face, over the phone or video call. I highly recommend him as a financial/mortgage advisor.