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There is a wide range of investments available and we will help you decide on the best strategy. This will take account of your objectives, your current circumstances and the level of risk that you are comfortable taking to try and achieve your goals.

With our funds ranging from deposits to very high risk equities, we can provide information and advice on a full range of lump sum investments.


Once you've answered the risk profile questions, you'll be categorised into one of risk profiles.

You'll then be able to choose investments that match your risk profile, with the help of a financial broker or advisor.

At Lakeview our financial consultant can advise on the best options for your particular circumstances.

  • Expert Impartial Advice on Investments & Savings.

  • We will help you make sure your money is working for you.

  • We will advise you on all your options whether you have a lump sum or wish to save regularly.

  • We will explain your investment options and help you decide the best option based on your personal circumstances.

  • We help individuals, companies and trusts with their investment strategy.

  • All our recommendations will be based on your personal circumstances.

  • Don’t keep all your eggs in the one basket – we will help you spread your investments to reduce risk.

  • Investment Options available for short term or long term.

  • We can carry out an independent review of your existing investments.

If you have a specific target or need to save for, our financial planners will construct a plan to help you achieve your goal and will recommend the best investment strategy to meet this goal.

Warning: If you invest in this product, you will not have any access to your money until you retire.

Warning: This product may be affected by changes in currency exchange rates.

Warning: If you invest in this product, you may lose some or all of the money you invest.

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