We’re thrilled to share some exciting news! Lazenby Financial Services has been named a finalist in the Investment Life & Pensions Moneyfacts Awards 2025, in the category of Investment Adviser of the Year.
This recognition is a significant milestone for our team—and a proud moment for our clients. These awards are among the most respected in the UK financial services sector, celebrating excellence, innovation, and outstanding client care across the investment, life, and pensions landscape.
A Testament to Trust and Confidence
At the heart of everything we do is a simple but powerful principle: our clients should always feel confident in the advice they receive. Financial planning is deeply personal—it’s about futures, families, ambitions, and peace of mind. That’s why trust isn’t just important to us—it’s essential.
Being shortlisted for this award is a testament to our team’s ongoing commitment to delivering high-quality, transparent, and client-focused investment advice. It recognises not just the technical expertise we bring, but also the integrity, empathy, and attentiveness that define the Lazenby experience.
Our tailored investment strategies consistently meet client expectations while aligning with clients’ risk profiles. Our approach, which includes bespoke asset allocation and dynamic portfolio adjustments has demonstrated significant value, particularly in volatile markets.
Why Trust Matters
In a world of fast-moving markets and ever-evolving financial products, the ability to rely on honest, informed advice is more important than ever. At Lazenby Financial Services, we understand that our clients are entrusting us not just with their money, but with their goals, hopes, and plans for the future. That responsibility drives everything we do.
We work hard to ensure that every recommendation we make is tailored, well-researched, and aligned with our clients’ best interests. We’re proud to offer advice that is both independent and fully regulated, giving our clients the confidence they need to make informed decisions.
Our educational initiatives empower clients to make informed decisions, enhancing their investment experience and outcomes. We put ‘Need before Greed’, and ensure our clients take just the level of risk they need to hit their goals, rather than pushing our beliefs on them, which many lesser experienced firms do.
Looking Ahead
The results of the awards will be announced at a celebration ceremony in September, and we want to extend a heartfelt thank you to our clients.
Whether we take home the trophy or not, being named a finalist alongside the UK’s top advisory firms reinforces our belief that the most important accolade is—and always will be—your trust.
For more information about our investment services or to speak with one of our advisers, please get in touch. We’re here to help you invest with confidence.
