Our IFAs

Find out more about our independent financial advisors and supporting team here.
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Testimonials

Take a look at how past and current clients feel about the IFA services we provide.
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Talk To An IFA

A conversation costs nothing – give our IFAs a call today to see how we can help.
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Independent Financial Planning Advice From Your Dedicated IFA – Leeds

If you’re looking for a fully independent IFA in Leeds, Lazenby’s is proud to bring you expert financial planning 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.

Why Lazenby’s For Independent Financial Planning Advice?

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 – dedicated to providing such a good service that you’ll choose to stay with us for your entire lifetime.

Technical Knowledge

Our whole-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 from our IFAs.

Expert IFA Services

Our independent financial planning advice services…

Wherever you are on your financial planning journey, our team of experienced IFAs are here to help you build a secure future from a well laid foundation.

From the outset of our relationship, our focus is on finding the best solution(s) for your 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.

Financial Planning

Pension Advice

Investments

Estate Planning

Mortgage Advice

Life & Medical Insurance

Contact An IFA 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.

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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

We take time to understand you, build a clear picture and produce a personal plan.

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

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 IFA at Lazenby’s, please take a look at our full six step process here.

Financial Planning Blog

The latest news and views from our IFAs.

Contact An IFA 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.

Contact Us