CASE STUDY

Long-Term Financial Planning for Business Owners Secures Family Wealth: Richard & Rachel’s story

Client:

Rachel and Richard

Location:

North Yorkshire

Client Type:

Business Owners/ Retirement/Pension Planning Inheritance

The Why

Before working with Lazenby’s, what was your situation?

We were business owners with a young family. We have always had a financial advisor.

What prompted you to seek advice?

We initially were looking at our children’s savings, and met Alan when he worked at the Yorkshire Building Society many years ago.

Why did you choose Lazenby's?

We trust Alan and his advice. We moved all our investments over to Alan and his team to manage.

The Result

What advice or support did you receive?

We’ve had lots of advice and support on everything from investments to pensions.

What changed as a result?

If there’s anything we don’t understand or unsure about, Alan breaks it down and simplifies it so we know exactly what’s going on whether it’s our investments, or the global economic changes and challenges.

Your experience:

After 20 years, we still trust Alan – enough said!

Testimonial

Alan is trusted, knowledgeable and pragmatic. Our investments are going in the right direction, and our pensions and estate planning are comng together nicely.

Rachel and Richard