Case Studies

Helping Vulnerable Clients

June 10, 2025

Last year, a new client came to us feeling overwhelmed by her pension. She’d lost faith in her previous advisers, especially after ...

Helping High Net Worth Clients

June 10, 2025

Some clients work very hard for many years and create businesses that they later sell for large sums of money. We work ...

The Power of Protection – A Real Life Example

June 10, 2025

We have a client PM and his wife FM and on 18th January 2019 he took out decreasing life and level term critical ...

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Lazenbys Financial Services Ltd are authorised and regulated by the Financial Conduct Authority. Lazenbys Financial Services Limited are entered on the FCA register under reference 811996.

Lazenbys Financial Services Ltd. Registered in England and Wales, under no. 08241393. Registered office address – 1st Floor Stable Mews, Beechwood Estate, Elmete Lane, Roundhay Leeds LS8 2LQ. The Financial Conduct Authority does not regulate on Estate, Tax, or Trust Planning. The value of pensions and investments can fall as well as rise, you may get back less than you invested. If you are unhappy with our service: if you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us: Lazenbys Financial Services Complaints Department, 1st Floor Stable Mews, Beechwood Estate, Elmete Lane, Roundhay Leeds LS8 2LQ. Email: [email protected]. Tel: 0113 322 0700. If you wish to register a complaint, please write to or telephone Alan Lazenby, Managing Director of Lazenby’s Financial Services on 0113 322 0700 or 07545786730. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567. View our privacy policy here.

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