Areas we cover
Leeds Financial Adviser
Financial Adviser Leeds
Are you looking for an established and experienced Financial Adviser in Leeds? You can depend on Lazenby’s to help you take control of your finances and save money.
Our aim is to help you build a secure financial future from a well-laid foundation.
Leeds Independent Financial Adviser
Lazenby’s are independent, whole-of-market advisers. We respect the trust our clients place in us to be realistic about their goals and work hard to protect all of their assets.
We serve a diverse customer base in Leeds, both high-net worth individuals and clients with a more modest level of assets. Whatever your individual circumstances, we are confident that we will tailor the very best plan for you.
Whether you’re looking for;
Lazenby’s will help you on your financial journey and ensure your financial goals are met.
We don’t act on behalf of any particular product, provider or other body, This means we are well placed to offer impartial advice on financial products best suited to the particular needs of our Leeds clients.
Who are Lazenby's Financial Services?
Experienced, Qualified, Friendly
Lazenby’s is a tight-knit family business with owners and directors Alan and Dee Lazenby at the helm.
Personable and genuine, Alan is a highly experienced IFA with more than 25 years’ experience under his belt. He has advised many high net worth clients with very complex needs, from offshore investment income and growth plans to using Alternate Investment Markets schemes for mitigating Inheritance tax.
Lindsay Dixon talks about Lazenby's Financial Services
How We Can Help
Why Choose Lazenby’s for Financial Services in Leeds?
Lazenby’s are Leeds based, unrestricted independent financial advisers. We can safeguard your financial future by offering a completely bespoke, independent investment proposition.
Free Initial Meeting
Your initial meeting with Lazenby’s is completely free, with absolutely no obligation on your part. This meeting is a way for us to get to know each other, for us to scope out how we could help you and for you to decide whether you would value the service we provide.
We will also clearly outline how we work and how we charge for our work.
Many of our Leeds clients prefer us to visit them at home and we are more than happy to do so. Alternatively, you may find it more convenient to visit our business premises in West Park, Leeds, the choice is yours.
How We Work
What Our Clients Say About Us
Looking for a Financial adviser you can trust can seem bewildering with so many to choose from. We are very proud of the kind testimonials and recommendations we receive from our clients, some of whom have been with us for many years. Below you will find a small selection of testimonials from valued clients. To meet more of our customers and hear their personal insights about dealing with Lazenby’s, visit our testimonial section.