CASE STUDY
Retirement Planning for Business Owners: Nick’s Story
Client:
Nick W.
Location:
Leeds
Client Type:
Business Owner Retirement/Pension Planning Investments/Inheritance Planning
The Why
Before working with Lazenby’s, what was your situation?
I’m building a business and looking to build up an investment portfolio for later life to take the pressure off needing to make an income. I’m also keen to build a nest egg for future retirement, and a pool to support my children’s education.
What prompted you to seek advice?
We needed better advice, that was truly independent and with a no BS approach.
Why did you choose Lazenby's?
They offer independent advice and I was impressed by the knowledge on offer.
The Result
What advice or support did you receive?
We received highly individualised advice to address both our needs and fears. Alan really helped manage the anxiety around the question of ‘will our money be safe’, and then supported our growth plans.
What changed as a result?
I feel more confident in the security and growth potential of our investments. Having access to an advisor who will talk through any key changes, be it personal or environmental, means a lot.
Your experience:
I couldn’t ask for more knowledgeable, accessible, honest and direct advice.
Testimonial
"Alan is a fantastic IFA. I value his advice and he is helping my investments. If you want advisors who are truly independent, know what they are talking about, tell you how it is and provide access to best in class funds, contact Lazenby’s."