CASE STUDY
Getting a pension back on track for retirement: Steven’s story
Client:
Stephen J
Location:
Leeds
Client Type:
Business owner/ Pension advice
The Why
Before working with Lazenby’s, what was your situation?
My private pension had seen little growth over ten years, despite changing financial advisers. I met Alan through BNI and asked him to take a look.
What prompted you to seek advice?
My concern was the plan was not growing enough over time since starting it in 1992.
Why did you choose Lazenby's?
I meet Alan through BNI and realised he had a far better knowledge.
The Result
What advice or support did you receive?
Alan has been incredible. My retirement plan ha grown year on year.
What changed as a result?
The value of the plan. I was back on track to be able to retire when I had planned.
Your experience:
Abolutley amazing. Because I know Alan can be trusted and provide invaluable information to my pension plan I now have more peace ofmind not having to worry if I will get anything meaningful when I retire.
Testimonial
Need financial help? Call Lazenby’s Financial Services. They are absolutely brillant