Asset Management Leeds
Safeguard and Grow Your Wealth with Expert Asset Management in Leeds
Do you want your assets to work hard for you and secure your financial future? At Lazenby’s Financial Services, our experienced team in Leeds provides personalised asset management solutions designed to protect and grow your wealth.
NB: The value of your investment can go down as well as up and you may not get back the full amount you invested.
Key Benefits Of Asset Management
Achieve A Set Goal
Tailored to You
Professional Analysis
A Secure Foundation
Peace of Mind
Identify Hidden Risks
Our Services
Here at Lazenby’s Financial Services, we are proud to provide clients across Leeds with a range of advice and financial plans to both new and existing clients, including:
Building a Strong Investment Foundation
- Understanding Your Risk Tolerance: We assess your risk profile to create a customised investment strategy that aligns with your comfort level and financial goals.
- Diversification for Stability: We recommend diversifying your portfolio across various asset classes, like cash, equities, bonds and commodities, to mitigate risk and maximise potential returns.
- Independent & Unbiased Advice: Free from any product restrictions, we research the entire investment market to select the best options for your unique needs.
More Than Just Asset Management
- Holistic Financial Planning: We consider your long-term goals and integrate asset management with comprehensive financial planning services like Wealth Management and Estate Planning.
- Tax-Efficient Strategies: Our team explores ways to minimise your tax burden and protect your assets, including strategies for inheritance tax mitigation.
- Ongoing Support and Guidance: We maintain regular communication, keeping you informed and involved in your investment journey.
Experience the Lazenby's Difference
- Over 20 Years of Expertise: We leverage our extensive experience and knowledge to deliver effective asset management solutions.
- Cutting-Edge Technology: We combine expert advice with advanced software tools to optimise your portfolio performance.
- Transparent Fee Structure: We believe in clear and upfront fees, ensuring you understand the costs involved.
Take Control of Your Financial Future
- Free Consultation: Schedule a no-obligation meeting to discuss your financial goals and explore how our asset management services can help you achieve them.
- Experienced Partnership: We are committed to being your long-term financial partner, working with you to adapt your strategy as your needs evolve.
- Peace of Mind for the Future: Our goal is to empower you with confidence and security, knowing your assets are working hard for your long-term financial well-being.
About Lazenby's Financial Services
Lazenby’s Financial services are a family-run team. We are proud to combine a friendly, personable service with the latest independent financial advice and expertise to ensure peace of mind and financial clarity.
We understand how important a secure financial future is, for yourself and for your loved ones.
The initial meeting with us is complimentary. This allows us to get to know you and discuss your needs. It is a no-obligation opportunity to show you how we work and help you learn about the range of services we offer.
What can I say? It’s all about the pots! Meet Alan, and you’ll very quickly know what I’m talking about. His knowledge and expertise in the world of investments and wealth management is truly exceptional. For a person who isn’t the best with numbers and calculations, Alan has helped me understand, plan and more importantly, put into practice a long-term financial plan that will ultimately mean I will be able to retire when I want to, knowing that my financial future from that point on, is secure. If you’re a young business owner, like me, I strongly advise that you speak to Alan about sorting out your financial future. I cannot recommend his services highly enough.
With You for Life
Asset management shouldn’t be a one-off event.
Our review service helps you to navigate a clear path to your goals and adjust any plans if necessary.
It is our job to ensure you are on track to meet your objectives and are empowered with the latest independent advice.
Got A Question About Asset Management?
For professional asset management in Leeds with a personal touch, why not get in touch for a free, informal initial consultation. We can arrange your first meeting to be in our Leeds office or over the phone – whichever is best 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. Past performance is no indicator of future performance, and investments can go down as well as up.
Asset Management FAQs
Asset management focuses specifically on the investment and growth of your assets, like stocks, bonds and property. Wealth management, on the other hand, takes a broader approach, encompassing asset management alongside financial planning, retirement planning, tax planning and estate planning. It’s a more holistic service for your overall financial well-being.
Asset management can be beneficial for anyone who wants to grow their wealth and achieve their financial goals. It’s particularly valuable for those who:
- Don’t have the time or expertise to manage their investments themselves.
- Have a significant amount of money to invest and want to minimise risk.
- Have complex investment goals that require professional guidance.
- Are approaching retirement and need a secure investment strategy.
There are several advantages to using an asset manager:
- Expertise: Asset managers have the knowledge and experience to navigate the complex world of financial markets.
- Diversification: They can help you create a diversified portfolio to mitigate risk and maximise potential returns, considering factors like the UK market landscape.
- Performance Optimisation: Asset managers actively manage your portfolio, aiming to improve returns and adjust to market changes.
- Tax Efficiency: They can help you structure your investments in a tax-efficient manner, taking into account UK tax regulations.
- Time-Saving: They manage your investments day-to-day, freeing you to focus on other priorities.
Lazenby’s team of experienced asset managers in Leeds has a deep understanding of the UK market, allowing them to navigate complexities and identify suitable investment opportunities.
We actively manage your portfolio using advanced tools and a disciplined investment approach to strive for optimal returns within your risk tolerance.
Asset management services in the UK can vary depending on the provider. Here are some common types:
- Discretionary Management: The asset manager has full control over investment decisions within agreed-upon parameters.
- Advisory Management: The asset manager provides investment recommendations, but you have the final say on decisions.
- Socially Responsible Investing (SRI): Focuses on investing in companies that align with your ethical and social values.
- Environmental, Social, and Governance (ESG) Investing: Considers environmental, social and governance factors alongside financial performance when making investment decisions.
At Lazenby’s, we offer both discretionary and advisory management services. We can also customise a solution that blends these approaches to suit your preferences.
In addition to traditional asset classes, we can incorporate Socially Responsible Investing (SRI) options or Environmental, Social, and Governance (ESG) considerations into your portfolio based on your values.
Asset management fees typically involve a percentage of the assets under management (AUM). The fee structure can vary depending on the complexity of your portfolio, the level of service provided, and the provider’s experience.
Our fee structure is transparent and competitive. During your consultation, we’ll provide a clear breakdown of our fees based on your individual circumstances.
When choosing an asset manager in the UK, consider these factors:
- Experience and qualifications: Look for a reputable firm with experienced and qualified asset managers who are familiar with the UK market.
- Investment philosophy: Ensure their investment philosophy aligns with your risk tolerance and financial goals.
- Fee structure: Understand the fees involved and compare them with other providers.
Track record: Research the asset manager’s past performance, keeping in mind that past performance is not necessarily indicative of future results.
Minimum investment: Some asset managers have a minimum investment amount you need to meet to qualify for their services.
Lazenby’s understand the importance of choosing the right asset manager. We encourage you to schedule a free consultation to discuss your goals and get to know our team. This will help you feel confident about your decision.
Contact an IFA today
Start building your financial future today: Schedule Your Free Asset Management Consultation with Lazenby’s Financial Services.
