Pension Advice & Planning
Independent Pension Advice, Leeds
If you’re looking for honest, independent pension advice in Leeds, you can trust Lazenby’s to provide successful solutions with a personal touch.
Your personal pensions advisor will accompany you on your journey towards retirement, delivering practical, unrestricted investment and pension advice in clear terms for your complete confidence.
We believe in building lifelong relationships with our valued clients, so we take the time to understand your current position, attitude to risk, preferred retirement age and much more. This enables us to develop a robust, bespoke pension plan that meets your personal objectives.
NB: The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Defined Contribution Pension v Defined Benefits Pension
In this video Dee explains the difference between a Defined Contribution Pension and a Defined Benefits Pension.
Plan Now, For The Future
Whether you already have several pension pots and investments or are starting from scratch, we offer a safe pair of hands to guide you towards growth and a healthy retirement income.
Up-To-Date Information
Understanding the complex and ever-changing issues around pension and retirement laws can be stressful – so your pension financial advisor will keep you up-to-date so you don’t have to worry.
Intelligent Decisions
Our pension advice is always based on your personal circumstances, goals and needs – and we factor in things like inflation and life expectancy too, to ensure an intelligent, informed tax efficient plan.
Personalised Portfolio Management
Your advisor will constantly review your investment performance to ensure the best returns for your retirement, with periodic face-to-face meetings to discuss and adjust your pension plan in detail.
Keep Control With A Pension Financial Advisor
Your assigned pension advisor will liaise with any existing pension or investment providers in order to give you a comprehensive and contextual view of your current and projected position.
Our pension advice and planning services include the management of your current investments, along with access to a range of proven pension and investment funds – helping you to secure a fit-for-purpose pension plan designed to bring tangible results for your retirement.
Speak To A Pension Advisor Today
Our pension financial advisors bring you the best products on the marketplace and a flexible approach with your needs at the heart of all our activities. So for pension advice in Leeds that you can truly trust, please get in touch for a no-obligation chat.
