Investment advice
Expert investment advice, inheritance tax and estate planning solutions.
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Mortgage advice
Market-wide access to the best standard and specialist mortgages.
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Pension Advice
Plan the retirement you want and deserve with our specialist support.
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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.
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.
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.
Dawn Russell
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!
Flip Flop
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.
Jessica Wilson
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...
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
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.
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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