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Meet the Team - Lazenby's FS

Meet the team

At Lazenby’s we are expanding all the time and to help Alan with the day to day contact with his clients Alison provides a friendly professional point of first contact. Below is a bit about the members of the team.

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Alan Lazenby

Financial Planning Consultant

I’m here to give advice on your investments and pensions so they work hard for you and to give you the trust and security your life savings deserve, after all you’ve worked hard to earn this money so it makes sense that it works hard for you.

I started Lazenby’s so I could give advice free of provider, bank and large company influence. At Lazenby’s our existing clients are as important as new clients and get seen at least once a year, and that’s written into our agreement with them.

I don’t talk products I give advice about what your money is to be used for now and in the future, when do you want to retire, what will you do, what’s the number you need to retire in comfort? What’s the point of investing your hard earned cash if you’re not sure of your goal or time frame.

As an expert in investment advice, having invested millions of pounds since I set up Lazenby’s Financial Services, I’m a trusted experienced pair of hands for your money and your aspirations. I use my 18 years of Financial Planning experience with hundreds of clients alongside cutting edge advice software to plan your financial future for you and your family.

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Email Alan Connect on LinkedIn

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Dee Lazenby

Mortgage Consultant

I believe that life is just complex enough, without having to have the hassle of dealing with complex financial issues such as mortgages. I’m here to make mortgages simple for you, and to remove the stress that comes with mortgages, and ensuring they are properly protected.

I joined Lazenby’s so I could make the mortgage process simpler for our clients. I understand how households work, and how family life is complex enough. I have spent many years before I became a mortgage consultant helping families, by working in education and local authority children’s services, so I know how difficult life can be without the added complexity dealing with the mortgage market.

As an expert mortgage professional, I can use my knowledge and access to the whole of the mortgage market to find the best deal for you and your family. I will also expertly advise you on what protection you and your family need to ensure if the worst were to happen, you could still stay in your home.

Email Dee

Alison Rothwell - PA to Alan Lazenby

Alison Rothwell

PA to Alan Lazenby

Alison provides Personal Executive support to Alan, managing many of his day to day activities, travel, deadlines etc. Duties include: All diary management: arranging appointments and ensuring that Alan’s time is used efficiently, sourcing venues for external meetings and ensuring sufficient travel time is allowed.

Networking support: marketing mailings and promotional messages relating to the business network that Alan is involved in co-coordinating. Design of specialist documents and promotional flyers.

Event support: helping to organise the various educational seminars that Alan is involved in providing for his clients and contacts.

Email Alison Connect on LinkedIn

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