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;
- Pension advice
- Help with a recent inheritance
- Retirement planning
- Help with investment funds
- Inheritance tax planning
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.
In an ever changing, complex market, the team at Lazenby’s pride themselves on delivering a simple approach to financial planning. We offer honest, independent advice our clients can trust.
Lindsay Dixon talks about Lazenby's Financial Services
How We Can Help
Financial Planning
Lazenby’s goal is simple - we want our Leeds clients to enjoy financial security and peace of mind. Our Personal Pensions Adviser will help plan for both a comfortable retirement and the ability to mitigate the financial impact of both expected and unexpected life events.
Independent Pension Advice, Leeds
Lazenby’s offers independent, practical and realistic investment and pension advice.
We will work with you to develop a robust pension plan that will meet your personal objectives.
NB: The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Investment Management
We offer a highly experienced investment management service. Lazenby's flexible investment services are tailored to the unique needs of our Leeds clients. We consider your end goals and attitude to risk to ensure a bespoke portfolio that works for you.
NB: The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Estate Planning
Careful estate planning is vital. The estate planning experts at Lazenby’s know that our clients want to ensure their investments are well protected, suited to their personal risk profile and of course, tax-efficient. We provide impartial, independent advice, giving you peace of mind that your investments and assets are reallocated exactly how you wish.
Asset Management
If you need help managing, investing or protecting your assets, Lazenby’s experienced investment and advice team are just a phone call away. We are equipped with whole-of-market options to deliver our clients the greatest array of investment solutions.
Life & Medical Insurance (Protection)
Life and medical insurance is a high priority for our Leeds clientele who enjoy personally tailored, truly comprehensive and independent advice on: Income protection Family health insurance Life insurance When it comes to health, there are many things we can plan for - but we need to be equally prepared for unexpected events. Our market-wide range of policies will offer you and your loved ones the highest level of protection against both expected and the unexpected health obstacles.
Inheritance Tax Planning - Leeds
Lazenby’s are highly experienced providers of excellent inheritance tax advice. We know how important it is to our clients that their chosen beneficiaries inherit as much of their estate as possible.
Finding ways to mitigate inheritance tax liabilities is something that shouldn’t be left until it’s too late. Why not get in touch for an initial inheritance tax planning consultation, at our expense?
NB: The Financial Conduct Authority does not regulate on Estate, Tax, or Trust Planning.
"Inheritance Tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue"
How Tax Efficient Are Your Finances?
We will look at how you can make your finances more tax efficient, whether that be for inheritance tax planning, retirement planning and your pension.
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.
Alan has a rare understanding of how the world works and how money affects events and vice versa. My intuition led me to him, after I realised my last IFA's grasp of finances wasn't to be trusted in the present climate. Alan explains matters clearly and responds quickly to concerns - he is very generous with his time and knowledge. His investment advice paid for itself within a month of shifting investments through Lazenby's - we know investments can go up or down, but this was a complete turnaround for me. He should have his own show, but in the meantime, if you're looking for an IFA, look no further!
How We Work
- Initial Meeting: No charge for this meeting. This is your opportunity to meet us, find out more about our services and decide whether Lazenby’s would be a good fit for your financial planning needs.
- Discovery Meeting: We listen carefully to develop a thorough and comprehensive understanding of your current financial position and arrangements. Importantly, we learn about your attitude to risk and your expectations for your financial future.
- Assess & Analyse: We are now in a position to use the information from the Discovery Meeting to analyse your current financial position and assess which actions will help you achieve your goals. To ensure that we have an accurate picture of your current financial situation, we will liaise with your existing providers. We will create a personalised financial plan based on your attitude to risk, your financial goals and your vision for the future.
- Advice Presentation: Our opportunity to present you with intelligent, honest advice about what you need to do and an explanation of the options available to you. We want you to fully understand how the financial plan will work for you in the future, so this is also your opportunity to ask any questions.
- Plan Implementation & Recommendations: An important and critical stage of this process, with various factors to be considered. If you’re happy to proceed with our proposals, we will go ahead and implement your financial plan strategy. We will manage the process of updating your existing plans and will implement any agreed strategies.
- Monitor & Review Your Plan: In an ever-changing economic climate, financial life planning is not usually a one-off event. We generally develop long-term relationships with our Leeds clients, working closely with them to ensure their future financial objectives are achieved. Ideally, financial plans should be regularly reviewed and checked that they are on target to achieve their goals. Our on-going review service lets you track the progress of your plan. We will identify what, if anything, needs to be adjusted to stay on track and achieve your financial goals. Importantly, we review the potential impact of future legislation or taxation changes on your financial plan. Depending on the level of service you have chosen, this includes a follow up meeting and an annual visit.
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.
