CASE STUDY

Confident About Retirement and Passing on Family Wealth: Patricia’s Financial Planning Story

Client:

Patricia L.

Location:

Devon / Leicestershire

Client Type:

Retirement/Pension Planning Inheritance
Financial adviser reviewing charts and financial reports for retirement and inheritance planning.

The Why

Before working with Lazenby’s, what was your situation?

I’d had no previous financial planning advice but was getting to a stage in my life when I needed professional advice to make best use of my money.

What prompted you to seek advice?

With the state of the economy and the financial changes taking place, I knew I wanted a professional advisor who could help me.

Why did you choose Lazenby's?

I had a video call with Alan which was extremely enlightening. We talk a similar language and it all made sense.

The Result

What advice or support did you receive?

I’ve had lots of advice and support on everything from money ISAs to my pension and inheritance planning.

What changed as a result?

I wish I had known about Lazenby’s earlier and I wouldn’t hesitate to recommend them.

Your experience:

I wish I had known about Lazenby’s earlier and I wouldn’t hesitate to recommend them.

Testimonial

I wish I had known about Lazenby's earlier. I'm confident I have enough to live on and I can pass my estate on to my daughters without giving them any hassle or stress. I wouldn't hesitate to recommend them.

Patricia L.
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