I'm here to give advice on your investments and pensions so they work hard for you and to give you the trust and security your life savings deserve, after all you've worked hard to earn this money so it makes sense that it works hard for you. I started Lazenby's so I could give advice free of provider, bank and large company influence.
At Lazenby's our existing clients are as important as new clients and get seen at least once a year, and that's written into our agreement with them. I don't talk products I give advice about what your money is to be used for now and in the future, when do you want to retire, what will you do, what's the number you need to retire in comfort?
At Lazenby's our existing clients are as important as new clients and get seen at least once a year, and that's written into our agreement with them. I don't talk products I give advice about what your money is to be used for now and in the future, when do you want to retire, what will you do, what's the number you need to retire in comfort?
Services
The first meeting is to help you decide whether we can provide you with a service you will value. We will clearly explain how we work, the services we offer and how we charge for our work. This meeting is completed at our expense. We want to listen to your immediate financial priorities and concerns but importantly we will also take the time to listen and to understand what you want from your future.
We are proud that many of our new customers come from recommendations by our existing clients and would like to show our gratitude and appreciation with our Friends and Family Recommend and Reward scheme. If you recommend Lazenby's Financial Services to family, friends or colleagues and they sign up with us, not only will they receive a welcome gift of 10% off the cost of services, you can also select a thank you treat of your choice between:.
If you're seeking independent, transparent investment management in Leeds, the passionate team at Lazenby's promise a first-class service. With access to funds from the whole of the investment market and dozens offshore bond providers, our investment management services are flexible. In addition, they are completely tailored to your personal requirements.
Wealth management is vital in the preservation, protection and growth of personal finance and assets. It encompasses a variety of financial services and disciplines. As a result, an independent financial advisor can be invaluable in offering advice on wealth management Leeds, based on the individual needs of a client.
Looking for leading, independent estate planning solutions in Leeds? The team at Lazenby's are proud to provide expert estate planning and investment management services. Our extensive experience in financial services ensures a first-class service you can rely on for transparent advice.
Our estate planning advice will maximise your tax efficiency, using a range of schemes to mitigate inheritance tax liability so you can pass on more of your wealth to the people that really matter.As financial advisors, a vital part of our job is to help you reach achievable goals, taking your attitude to risk into account.
Our estate planning advice will maximise your tax efficiency, using a range of schemes to mitigate inheritance tax liability so you can pass on more of your wealth to the people that really matter.As financial advisors, a vital part of our job is to help you reach achievable goals, taking your attitude to risk into account.
Reviews (10)
Nick Wood
Dec 06, 2021
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Financial advice is perhaps, outside of medical care, the most important thing you’d entrust to somebody. Therefore it becomes vital that you are able to build trust, understanding & ultimately performance out of this relationship. Lazenby’s deliver all three. The service is highly personalized, ensuring you know what you are investing in & why. The performance of both my personal & business investments has been top notch, with (crucially) fair fees, same can’t be said for many in this market. I’m not easily impressed, but I am with this company. As a result I’m looking to invest further
Karen T.
Oct 15, 2021
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Lazenby’s were recommended to me, it’s hard knowing where to go to for this kind of service and a recommendation always helps.
From the get go I was met with a professional and friendly service , quick and easy with no hassle whatsoever.
I cannot recommend this company enough and would use them again without question.
From the get go I was met with a professional and friendly service , quick and easy with no hassle whatsoever.
I cannot recommend this company enough and would use them again without question.
Alex Parker
Sep 01, 2021
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Russell Harvey
Dec 15, 2020
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I would highly recommend Alan and Dee. Alan was fantastic to deal with throughout our meetings and conversations and took a complicated topic (for me!) and broke it down so I could understand everything that was going on. I really appreciated the amount of time and effort he dedicated to sorting out my finances and enabling me to feel more confident about the future. Thank you!
Seb Holmes
Nov 29, 2020
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Positive: Professionalism
I can’t recommend Lazenby’s enough. In the current climate I was unsure what to do with finances and the team at Lazenby’s presented me with a clear and concise plan that met my short, medium and long term goals. The first few months have gone remarkably well and I couldn’t be happier with the service
I can’t recommend Lazenby’s enough. In the current climate I was unsure what to do with finances and the team at Lazenby’s presented me with a clear and concise plan that met my short, medium and long term goals. The first few months have gone remarkably well and I couldn’t be happier with the service
David Etchells
Nov 02, 2020
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Jessica Wilson
Oct 19, 2020
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Positive: Professionalism, Quality
Lazenby’s are very friendly and extremely knowledgable in this field and Alan is always there to offer support and advice. The service provided is second to none and they really do go out of their way for you and they are always there when needed. They have the balance of professionalism and friendliness spot on.
Lazenby’s are very friendly and extremely knowledgable in this field and Alan is always there to offer support and advice. The service provided is second to none and they really do go out of their way for you and they are always there when needed. They have the balance of professionalism and friendliness spot on.
Beth Asquith
Aug 31, 2020
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Lazenby's were recommended to us, and we'd happily recommend them to others. Working with Dee was really easy. She was very flexible and very quick to respond to our queries. Re-mortgaging became a simple process and she took all the hassle out of it. Lazenby's are knowledgeable, experienced and thorough and, importantly for us, really friendly.
Sophie Jupp
Aug 06, 2020
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Lazenby’s Financial Services - what can I say. Dee has been spectacular as our mortgage advisor for first time buyers!! We was going through our first house purchase at the beginning of the year which Dee supported us throughout but unfortunately this fell through. She kept us positive and calm which was great. We then decided to purchase a new build, with the knowledge and level of experience Dee sorted us a new mortgage offer out in a quick moment. We’re so grateful of Dee and her service - I couldn’t recommend Lazenby’s enough!
Flip Flop
Aug 02, 2020
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We've had a brilliant experience working with Dee as our mortgage advisor. We've felt like we have been in safe hands for the entirety of our house search, Dee was always available if we needed to ask any questions and we have always been impressed with the speed and proficiency she works! Being first time buyers can be quite intimidating but working with Lazenby's has honestly taken so much of the stress out of it. At no point have we felt overwhelmed or stressed or even confused with the process of sorting out our mortgage for which we're so grateful. Would 100% recommend to anyone!
