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Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf Email & Phone Number
Investment Manager
at
Lakeside Portfolio Services Ltd
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Investment Manager
Location
Sheffield, England, United Kingdom
Who is Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf? Overview
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Quick answer
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf is listed as Investment Manager at Lakeside Portfolio Services Ltd, based in Sheffield, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf.
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf previously worked as Technical Specialist at Lakeside Fs Ltd - Financial Solutions and Technical Specialist at Lakeside Wealth Management Ltd.. Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf holds Long Term Care And Later Life Planning, Pass from The London Institute Of Banking & Finance.
Company email context
Email format at Lakeside Portfolio Services Ltd
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Lakeside Portfolio Services Ltd
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Profile bio
About Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf is a Investment Manager at Lakeside Portfolio Services Ltd. He possess expertise in estate planning, savings, financial advisory, management, critical illness and 13 more skills.
Listed skills include Estate Planning, Savings, Financial Advisory, Management, and 14 others.
Current workplace
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf's current company
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6 roles
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf work experience
A career timeline built from the work history available for this profile.
Investment Manager
Current
Aug 2019 - Present
Technical Specialist
Current
Nov 2018 - Present
Technical Specialist
Lakeside Wealth Management Ltd.
Jan 2018 - Nov 2018
Financial Adviser
Lakeside Wealth Management Ltd.
Providing financial advice on a range of products. Offering advice on SIPP's, S&S NISAs, On/OffShore Bonds. We use platforms to provide the SIPP's and Investments, giving us a wide range of funds and investments to choose from, and enabling us to use technology to provide ongoing reviews of the portfolios.We provide bespoke financial life planning, mapping out clients needs and wants and helping them achieve their goals.We also advise on Protection insurance, such as Life Insurance, Serious/Critical Illness, Income Protection and Family Income Benefit. We also provide Insurance for businesses such as Key Man Insurance, Cross option agreements.We provide help with estate planning, with Will's, Pilot/Discretionary Trusts, LPA's, Property Protection Trusts etc.
Jun 2013 - Nov 2018
Client Support Manager
Lakeside Wealth Management Ltd.
Client Support Manager
Dec 2012 - Jun 2013
12 education records
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf education
Long Term Care And Later Life Planning, Pass
Level 6 Award In Pension Transfers, Financial Planning And Services
Level 6 Adv. Diploma In Financial Advice, Financial Planning And Services
Discretionary Investement Management, Financial Planning And Services, Pass
Diploma For Financial Advisers, Financial Planning And Services, Pass
Certificate In Business Studies, Business Studies With Economics
Certificate For Finanial Advisers (Cefa), Financial Planning And Services, Pass
Certificate In Regulated Equity Release, Pass
Certificate Of Mortgage Advice And Practice, Pass
Certificate Of Regulated General Insurance (Cergi), Pass
Swwepp Wills And Estate Planning, Wills And Estate Planning, Pass
College Of Will Writers
Level 6 Diploma In Financial Advice (Adv Dipfa), Financial Planning And Services
FAQ
Frequently asked questions about Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf
Quick answers generated from the profile data available on this page.
What company does Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf work for?
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf works for Lakeside Portfolio Services Ltd.
What is Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf's role at Lakeside Portfolio Services Ltd?
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf is listed as Investment Manager at Lakeside Portfolio Services Ltd.
Where is Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf based?
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf is based in Sheffield, England, United Kingdom while working with Lakeside Portfolio Services Ltd.
What companies has Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf worked for?
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf has worked for Lakeside Portfolio Services Ltd, Lakeside Fs Ltd - Financial Solutions, and Lakeside Wealth Management Ltd..
How can I contact Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf?
You can use AeroLeads to view verified contact signals for Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf at Lakeside Portfolio Services Ltd, including work email, phone, and LinkedIn data when available.
What schools did Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf attend?
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf holds Long Term Care And Later Life Planning, Pass from The London Institute Of Banking & Finance.
What skills is Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf known for?
Adam Chambers Certpfs (Dm) Adv.Dipfa Chartered Alibf is listed with skills including Estate Planning, Savings, Financial Advisory, Management, Critical Illness, Investments, Mortgage Lending, and Pensions.
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