Lazenby's Financial Services
Leeds Independent Financial Advisors
Discover our independent financial advice
Wherever you are on your financial planning journey, our team of experienced independent financial advisors is here to help you build a secure future from a well-laid foundation.
Whatever financial planning services you’re looking for we can help. Whether you’re looking for pension advice, retirement planning, help with investment funds, or inheritance tax planning, our financial advisors are here to help you on your financial journey and ensure your financial goals are met.
As an independent financial advisor, we promise personal service and offer advice that is unbiased with a bespoke financial plan.
From the outset of our relationship, our focus is on finding the best solutions for your financial objectives and attitude to risk, following an in-depth process to ensure we fully understand where you’re coming from and where you’d like to end up in the future. The initial consultation is on us!
Why Choose Lazenby’s for Financial Services in Leeds?
Funds From The Whole Of The Investment Market
As unrestricted IFAs we aren’t committed to any provider, so we can offer complete independent expert advice–finding a fit-for-purpose investment proposition to suit your personal needs and safeguard your financial future.
Technical Knowledge
Our entire market approach covers offshore investments, investment plans, specialist trusts for families, stocks and shares ISAs, onshore bonds, financial plans, up-to-date drawdown schemes, SSAS, SIPPs and much more. Our finance teams are also well versed in the financial services register and are able to offer a broad range of investment planning advice and the costs involved.
With You for Life
As a family business, we genuinely care about you and your family too. As financial planners, we are dedicated to providing such a good service to our private clients that they'll always choose us for investment advice ensuring their financial planning needs for the rest of their lifetime are met.
Specialist Pots System
Our Pots System removes the negative emotions around spending money, and has helped many clients to successfully change their financial lives – learn more with our financial planning services.
Our IFAs
Find out more about our independent financial advisor in Leeds and supporting team here.
Testimonials
Take a look at how past and current clients feel about the IFA services we provide.
Talk to an IFA
A conversation costs nothing. So give our IFAs a call today to see how we can help you.
What Do Our Clients Say About Our Financial Advice Services?
If you’re looking for a financial advisor Leeds, Lazenby’s is proud to bring you expert independent financial advice with access to products from across the entire marketplace.
A growing family firm with a passion for personal financial planning, we’ve developed a proven procedure to ensure that all of our new and existing clients get honest, tailored advice. With a central investment proposition and a commitment to only selecting funds that are ‘best in class’ over several consecutive years, we promise to find the right advice and best solutions for your current circumstances and personal needs.
Working with Our IFAs
A brief look at our process
01
First meeting at our expense
02
Discover, assess, analyse
03
Implementation
04
Monitor & review
Learn More About How We Work
Our proven approach has helped many individuals and families to benefit from our unique and independent financial planning advice.
If you’d like to find out more about working with an independent financial advisor Leeds, please take a look at our full six step process here.
Our Financial Planning Blog
The latest news and views from your financial advisor in Leeds.
Contact a Financial Advisor Today
Whatever independent financial planning advice you need, we promise both quality and good care – speak to an IFA in Leeds now, or drop us a line with your questions.
