Areas we cover
London Financial Adviser
Financial Adviser London
Are you searching for a skilled and reliable Financial Adviser in London? Look no further than Lazenby’s. Our experienced team is committed to helping you take charge of your finances and save money while building a strong foundation for a secure financial future.
London Independent Financial Adviser
As independent, whole-of-market advisers, we have the expertise and integrity to earn our clients’ trust. We work hard to protect all of your assets, no matter what your level of wealth. Our diverse customer base in London includes both high-net-worth individuals and clients with more modest assets. Regardless of your individual circumstances, we will create a customised plan that suits your needs.
Whether you’re looking for;
- Pension advice
- Help with a recent inheritance
- Retirement planning
- Help with investment funds
- Inheritance tax planning
We are dedicated to helping you achieve your financial goals, whatever they may be.
As independent financial advisers, we don’t represent any specific product, provider, or organisation. This allows us to offer impartial advice on financial products best suited to your specific needs. With Lazenby’s, you can trust that you will receive expert, unbiased guidance to help you make informed decisions about your finances.
Who are Lazenby's Financial Services?
Experienced, Qualified, Friendly
At Lazenby’s, we pride ourselves on delivering a straightforward approach to financial planning. Our team offers honest, independent advice that our clients can trust in a complex and ever-changing market.
Kieron McGeever talks about Lazenby's Financial Services
How We Can Help
Financial Planning
Our goal is to provide our London clients with financial security and peace of mind. Our Personal Pensions Adviser will help you plan for a comfortable retirement and the ability to mitigate the financial impact of both expected and unexpected life events.
Independent Pension Advice, London
As independent advisers, we offer practical and realistic investment and pension advice to help our clients meet their personal objectives.
Investment Management
Lazenby’s promise a first-class investment service to our London clientele, with flexible investment management services tailored to their unique needs. We consider your end goals and attitude to risk to ensure a bespoke portfolio that works for you.
Estate Planning
Effective estate planning is crucial. At Lazenby's, we understand that our clients want to ensure their investments are well-protected, tax-efficient, and suited to their personal risk profile. Our estate planning experts provide impartial and independent advice, giving you peace of mind that your investments and assets are reallocated exactly as you wish.
Asset Management
Our Investment and Advice team has extensive experience in managing, investing, and protecting assets. With whole-of-market options at our disposal, we can deliver our clients the greatest array of investment solutions.
Life & Medical Insurance (Protection)
We understand that Life and Medical Insurance is a top priority for our London clients. We offer personally tailored, truly comprehensive independent advice on income protection, family health insurance, and life insurance. Planning for health is important, but it is also wise to be prepared for unexpected life events. Our market-wide range of policies are designed to provide a high level of protection against both expected and unexpected health obstacles, for you and your loved ones.
Inheritance Tax Planning - London
Inheritance tax planning can be a daunting task for many individuals. At Lazenby’s, we understand the importance of ensuring your chosen beneficiaries receive as much of your estate as possible. We are unrestricted independent financial advisers offering excellent inheritance tax advice to our London clients. Our experienced advisers can help you find ways to mitigate inheritance tax liabilities, ensuring your finances are as tax-efficient as possible.
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?
In addition to inheritance tax planning, we can also assist with retirement planning and your pension.
Why Choose Lazenby’s for Financial Services in London?
Our independent investment proposition is completely bespoke, ensuring that our recommendations are tailored to your specific needs and goals.
At Lazenby’s, we believe that our clients deserve impartial, independent advice that they can trust. Our goal is to help you achieve financial security and peace of mind, no matter what stage of life you’re in.
Free Initial Meeting
Our no-obligation initial meeting is completely free. We conduct this meeting through a conference call at a time most convenient to you. This meeting will aim to establish a rapport between us and explore potential avenues where we can assist you. It’s also an opportunity for you to determine whether our services align with your needs. During this meeting, we will provide a clear explanation of our work process, the services we offer, and our pricing structure.
Traditionally we always kept our money in savings accounts, moving it around to get the best deal. However as interest rates have fallen we have moved to investments to maintain the value of our assets.
Alan Lazenby is encyclopaedic in his knowledge as a Financial Adviser but explains everything clearly without creating confusion. From beginning to end everything is done by the book. We have enjoyed excellent overall returns based upon the investment recommendations we have received. Simply put Alan looks after our money as if it were his own.
How We Work
At Lazenby’s, we understand that every individual or business is unique, and therefore requires a personalised approach to financial planning. Our financial planning process is designed to ensure that we provide you with a bespoke financial plan that meets your specific needs and goals.
- Initial Meeting: During the initial meeting, we get to know each other and explore how we can help you achieve your financial goals. This meeting is completely free, with no obligation on your part.
- Discovery Meeting: We listen carefully to gain a comprehensive understanding of your current financial position, attitude to risk, and expectations for the future.
- Assess & Analyse: We then move on to the third stage, Assess & Analyse, where we use the information from the Discovery Meeting to create a personalised financial plan, tailored to your specific needs and goals. To ensure that we have an accurate picture of your financial situation, we will liaise with your existing providers.
- Advice Presentation: We 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: The final stage is Plan Implementation & Recommendations, where we 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: Financial life planning is an ongoing process that requires regular monitoring and review. As your financial circumstances change, we work with you to ensure that your financial plan remains on target to achieve your goals. Our ongoing review service is designed to track the progress of your plan and identify any adjustments that may be necessary. We take into account any potential impact of future legislation or taxation changes on your financial plan. Depending on the level of service you have chosen, our review service includes a follow-up meeting and an annual conference call to ensure that your plan remains on track.
What Our Clients Say About Us
We take pride in the kind testimonials and recommendations we receive from our clients, some of whom have been with us for many years. The videos below feature some of our satisfied customers who share their personal insights about dealing with Lazenby’s.
