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;

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

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.

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. Andrew & Josephine Clarkson, Harrogate
Andrew & Josephine Clarkson
Excellent service. Always on hand to answer questions and advise. Very informed, competent and experienced advisors.
Mark Meakings
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