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Meet the Team - Lazenby's FS

Meet the team

At Lazenby’s we are expanding all the time. 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 experience of over 20 years managing money 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

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Stephen Long DipPFS

Financial Planning Consultant

I prefer to be called Steve, and I joined Lazenbys to be part of a family business. I’ve been investing clients money for over 20 years and I wanted to ensure my clients old and new would have the service and trust that I expect for them; as an expanding family firm, Lazenbys offers this.

I have clients and they have been with me for many years, and they have followed me now I work with Lazenbys Financial Services. I think trust, ethics and being clear and concise are the cornerstones of dealing with clients successfully over many years. The modern practice management systems Alan has incorporated in to the company, including a new personal client portal for clients, available via the home page, are streets ahead of the competition and will allow you to send me confidential information securely and to check on the progress of your financial goals.

I believe that my knowledge and experience, coupled with my calm demeanour have kept my clients happy all these years, and I look forward to meeting you.

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 Steve

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Bhavna Parekh

Financial Administrator/PA

I’ve worked in financial services for many years now and have a wide range of experiences working for different organisations. Alan & Dee have welcomed me in to the Lazenby family business to provide support to the advice team and to communicate with our clients.

As a mother and a family orientated person, I appreciate working in a tight knit team and you can rely on me to be efficient and always polite when dealing with your enquiries. I also go by the name Sonya, so please feel free to call me if you need any help dealing with Lazenbys Financial Services.

Email Sonya

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