Areas we cover
York Financial Adviser
Financial Adviser York
If you need the services of an experienced and established Financial Adviser in York, the team at Lazenby’s are ready to help you take control of your finances, whilst saving you money.
We believe that a well-laid foundation is imperative to building a secure financial future.
York Independent Financial Adviser
Lazenby’s are independent, whole-of-market advisers. We work with our clients in York to protect and build their assets, whatever the size, large or small. We aim to develop strong, long lasting relationships with our customers, who in turn trust us to build realistic expectations of their financial goals.
Our diverse York customer base is comprised of both high net worth individuals and those with more modest needs. We tailor a bespoke plan for each client, based on their circumstances.
Whether you’re looking for;
- Pension advice
- Help with a recent inheritance
- Retirement planning
- Help with investment funds
- Inheritance tax planning
Lazenby’s are here to help you meet your financial goals, both now and in the future.
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 York 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.
William Lupton talks about Lazenby's Financial Services
How We Can Help
Financial Planning
Our York clients are looking for financial security and peace of mind. A comfortable retirement is a reasonable expectation for all of us. Our Personal Pensions Adviser is well placed to help you plan for your retirement. We will work out how best to prepare for the financial impact of both expected and unexpected life events.
Independent Pension Advice, York
Lazenby’s offers practical and realistic investment and pension advice. We will work to develop a sound pension plan to meet your personal aspirations.
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
Our clients in York enjoy the benefits of Lazenby's highly experienced Investment Service.
With end goals and attitude to risk in mind, our flexible Investment Management Services tailor a bespoke portfolio designed around the unique needs of each client.
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 - York
Our estate planning experts will give you independent, impartial advice. Of utmost importance for any estate is that it is well protected, tax efficient and suited to the client’s personal risk profile. We aim to bring you peace of mind that your investments are safe and will be reallocated exactly as you would wish them to be.
Asset Management
If you are looking for help with managing, protecting and investing your assets, Lazenby’s highly experienced Investment and Advice team are superbly placed to help you We are equipped with whole-of-market options to deliver our clients the greatest array of investment solutions.
Life & Medical Insurance (Protection)
Our York clientele enjoy bespoke, comprehensive and independent advice on: Income protection Family health insurance Life insurance Your security is our priority. We offer a market-wide range of policies to protect you and your loved ones against any of life’s planned or unplanned health obstacles.
Inheritance Tax Planning - York
At Lazenby’s, we are proud of our excellent Inheritance Tax Advice Service. We know how important it is to our clients that as much of their estate is inherited by their chosen beneficiaries as is possible.
Thinking about mitigating inheritance tax liabilities is something we shouldn’t be tempted to put off.
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 York?
Lazenby’s are unrestricted IFAs. This means that we can help safeguard your financial future by offering a completely independent investment proposition, individually tailored to your personal needs.
Free Initial Meeting
Completed entirely at our expense and 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. Then, you will have 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.
Many of our York 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, we would be delighted to arrange this.
We have known Alan for some years, and have found his attitude to financial affairs to be one of true professionalism. In that time, we have been more than happy for him to handle our investments. He seems to have an extraordinarily wide knowledge of world affairs and how they might impact on the small investor. As a result he is able to give reasoned investment advice for his clients, and takes great pains to advise us properly, based on our needs, desires and knowledge. He is a caring and thoughtful person, who is very easy to get on with, and we trust him with implicitly with our investments. We feel very comfortable welcoming him into our home or by telephone to give us advice.
How We Work
- Initial Meeting: There is no charge for this first meeting. We’ll explain how we work, what we can offer and how we charge. This will help you decide whether we can provide a service you will value.
- Discovery Meeting: This important meeting is designed to build a thorough understanding of your current financial arrangement and most importantly, your attitude to risk. We will take time to listen to you and clearly understand your expectations for your financial future.
- Assess & Analyse: Using the information from the Discovery Meeting, we analyse your current financial position to assess what actions are needed to achieve your goals. Liaising with your existing providers, we will ensure we have up to date information to create a picture of your current financial situation. Taking into consideration your attitude to risk, your financial goals and your vision for the future, we’ll create a personalised financial plan.
- Advice Presentation: This is our opportunity to present you with intelligent, honest advice about what you need to do and we’ll explain the options available to you. This is also your opportunity to ask any questions. We want you to fully understand how the financial plan will work for you in the future.
- Plan Implementation & Recommendations: Plan implementation is 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: Financial life planning is rarely a one-off event. We most often develop long-term relationships with our York clients, working closely with them to ensure their future financial objectives are achieved. All financial plans should be regularly reviewed, keeping them on target to achieve their goals. Our on-going review service lets you track the progress of your plan and will help identify what, if anything needs to be adjusted to keep it on track to achieving your 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.
