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 advisers are 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 advisers are here to help you on your financial journey. As an independent financial adviser, we promise personal service and unbiased advice with a bespoke financial plan.

From the outset of our relationship, our focus is on finding the best solution(s) 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 flexibility –finding a fit-for-purpose investment proposition to suit your personal needs.

With You for Life

As a family business, we genuinely care about you and your family too. We are dedicated to providing such a good service that you’ll choose us for your financial planning needs for the rest of your lifetime.

Technical Knowledge

Our entire market approach covers offshore investments, specialist trusts for families, stocks & shares ISAs, onshore bonds, drawdown schemes, SSAS, SIPPs and much more.

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.
Find out more about our independent financial advisor in Leeds and supporting team here.
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Take a look at how past and current clients feel about the IFA services we provide.
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A conversation costs nothing – give our IFAs a call today to see how we can help.
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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 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 best solutions for your personal needs.

  • 5 star review  Positive: Professionalism ,  Quality ,  Responsiveness ,  Value Excellent service, very knowledgeable and I know my pension investment is in good hands. I would highly recommend using Alan's services.

    thumb Dawn Russell
  • 5 star review  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!

    thumb Flip Flop
  • 5 star review  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.

    thumb Jessica Wilson
  • 5 star review  We have invested with Lazenbys for many years, and have to say that the service has always been second to none! Allan uses his considerable knowledge to always search for the best possible return for the client, and considers all aspects of current affairs...

    thumb David Etchells

Working With Our IFAs

A brief look at the process
01

First meeting at our expense

Giving you the freedom to decide if we can provide what you want at the right price.

02

Discover, assess, analyse

Our financial advisers take time to understand you, build a clear picture and produce a personal plan to reach your financial goals.

03

Implementation

Once you’re happy, we’ll update any existing plans and implement your strategy.

04

Monitor & review

Well keep you up-to-date and ensure we keep you headed towards your targets.

Learn More About How We Work

Financial Advisor Leeds

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.

Financial Planning Blog

The latest news and views from our financial advisor Leeds.

Get In Touch!

And we will get back to you as soon as possible.






    Contact A Financial Advisor Leeds 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.