Areas we cover
Harrogate Financial Adviser
Financial Adviser Harrogate
If you are looking for an established and experienced financial adviser in Harrogate, 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 future from a well-laid foundation.
Harrogate Independent Financial Adviser
Lazenby’s are independent, whole-of-market advisers. Our clients trust us to be realistic about their goals and work hard to protect all their assets, no matter how large or small.
We serve a diverse customer base in Harrogate, from high net worth individuals to clients with more modest assets. Whatever your needs, we will individually tailor the best plan for your circumstances
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 Harrogate 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.
Kieron McGeever of Harrogate talks about Lazenby's Financial Services
How We Can Help
Why Choose Lazenby’s for Financial Services in Harrogate?
Lazenby’s are unrestricted IFAs. This means that we can safeguard your financial future by offering a completely independent investment proposition, best suited to your personal needs
Free Initial Meeting
With absolutely no obligation on your part, this first meeting will help us get to know each other and enable us to scope out some ways we may be able to help you. This will also give you the freedom to decide whether we can provide you with a service you will value. We will clearly explain how we work, the services we offer and how we charge for our work. This meeting is completed at our expense.
Many of our Harrogate clients find it more convenient for us to visit them at home, but if you would prefer 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.