At Lazenby’s Financial Services, we believe technology is the key to delivering exceptional financial advice that’s efficient, transparent, and tailored to you. Our dedicated, expert team is focused on providing a 5-star, personalised service to our clients.
Our six-stage process harnesses cutting-edge tools to streamline your journey, ensuring every step is personalised and seamless. Here’s how we’re redefining financial planning with innovation.
Stage 1: Initial Meeting – Where It All Begins
We start by meeting you on your terms—whether in-person at our office, your home, or through a secure video call via Microsoft Teams or Zoom. Our Aveni AI technology records these meetings, generating concise summaries of key points that we email to you. All details are logged in our Intelligent Office practice management system, keeping your journey organised from the start.
Stage 2: Discovery Meeting – Getting to Know You
Once you’re ready to proceed, we invite you to our secure online portal, integrated with Intelligent Office. Here, you can upload documents and complete a fact-find at your convenience. We conduct electronic identity checks using Smart Search ID Check. Electronic identity verification is now used by over 90% of UK financial institutions, according to UK Finance, streamlining onboarding and reducing fraud risks. Aveni AI captures meeting notes that can be reviewed by both parties. Using Defaqto Engage, we assess your risk profile with clear visualisations, ensuring our advice aligns with your goals.
Stage 3: Analyse and Research – Building Your Plan
Our team uses Defaqto Engage to create detailed cashflow forecasts and research products across the entire financial market, tailored to your risk profile. Tools like Defaqto’s Pension Switching and Critical Illness Comparator, plus I-pipeline for protection, help us identify the best solutions. Our research automatically feeds into a comprehensive suitability report, complete with graphs and insights, ensuring accuracy and efficiency.
Stage 4: Presentation Meeting – Transparent Recommendations
Before your presentation meeting, we share all research and suitability reports via our portal, giving you time to review. Invites are sent through the portal or Office 365, and Aveni AI records the discussion for clarity and compliance. This ensures you’re fully informed and confident in our recommendations.
Stage 5: Implementation – Making It Happen
Most applications are submitted online through provider platforms, minimising paperwork. Our admin team tracks every step using Intelligent Office, ensuring your funds are invested correctly and promptly. It’s a streamlined process designed to get you started with ease.
Stage 6: Review Meeting – Staying on Track
We stay connected with annual reviews, scheduled through Intelligent Office alerts and communicated via our portal or Office 365. Each review refreshes our advice process, keeping your financial plan aligned with your evolving needs.
At Lazenby’s, we’re proud to operate almost entirely paperless. Client data is securely stored in Intelligent Office and backed up in Office 365, enhancing accessibility and sustainability. Our technology-driven approach frees us to focus on delivering personalised, high-quality advice.
As a 5-Star independent financial advice service, our aim is continuously provide a top-tier service to all our clients. By integrating tools like Aveni AI, Defaqto Engage, and Intelligent Office, we save time, reduce errors, and enhance transparency—allowing us to prioritise what truly matters: helping you achieve your financial goals.
If you’d like to discuss your pension or investment portfolio, please do get in touch for independent financial advice – [email protected]
