CASE STUDY
Changing Financial Adviser in Retirement: Mark’s Story
Client:
MM
Location:
Leeds
Client Type:
Retired
Retirement/Pensions Advice
The Why
Before working with Lazenby’s, what was your situation?
We were with a Cornwall-based wealth management firm for 11 years after retiring with private and state pensions and some savings. Our investments performed averagely.
What prompted you to seek advice?
Covid highlighted irreconcilable differences between our views on its future impact and our adviser’s approach to wealth management planning.
Why did you choose Lazenby's?
After conducting an extensive search for an adviser with similar views we found Lazenby’s.
The Result
What advice or support did you receive?
The advice provided chimed with our world view and how that could impact our future investment plans.
What changed as a result?
Our previous adviser relied on standard portfolios, with fund selection outsourced to a third party. Lazenby’s takes a more hands-on approach, with greater knowledge beyond the ‘standard’ investment routes.
Your experience:
Enjoyable and educational. We have learned a lot and it has made us think more deeply whilst being much better informed as to world financial markets, events and opportunities
Testimonial
The returns we achieved have been beyond our expectations. Alan has always been on hand and accessible to provide information and advice, and that has been very important to us. Lazenby’s advice is smart, accessible and refreshingly non-standard. They’ve helped us make more profitable decisions while educating us along the way. We wouldn’t hesitate to recommend their service.