Below are several heartfelt testimonials from our clients. Some have been investing with Alan for many years while others are relatively new to Lazenby’s and this will show you their own personal insights in to dealing with Lazenby’s.
What can I say? It’s all about the pots! Meet Alan, and you’ll very quickly know what I’m talking about.
His knowledge and expertise in the world of investments and wealth management is truly exceptional. For a person who isn’t the best with numbers and calculations, Alan has helped me understand, plan and more importantly, put into practice a long-term financial plan that will ultimately mean I will be able to retire when I want to, knowing that my financial future from that point on, is secure.
If you’re a young business owner, like me, I strongly advise that you speak to Alan about sorting out your financial future.
I cannot recommend his services highly enough.
‘Traditionally we always kept our money in savings accounts, moving it around to get the best deal. However as interest rates have fallen we have moved to investments to maintain the value of our assets. Alan Lazenby is encyclopaedic in his knowledge as a Financial Adviser but explains everything clearly without creating confusion. From beginning to end everything is done by the book. We have enjoyed excellent overall returns based upon the investment recommendations we have received. Simply put Alan looks after our money as if it were his own’.
Alan has provided me with insightful and sound advice on a variety of products for many years. I trust his judgements and recommendations which take account of my personal situation and attitude to risk. I have been very satisfied with the performance of my investments and I’m therefore very happy for him to keep managing my portfolio on my behalf’. ‘Thanks Alan for the journey so far and also for your efforts going forward’.
‘I received a letter from a former IFA who I have not seen or heard from since I set up my business – three years ago… The letter was to inform me that as times were hard for small IFAs, his practice was to transfer into a London-based organisation and that they would shortly be in touch.
I replied immediately to inform him that I have been represented for the last six months by Lazenby’s Financial Services on a retained basis. I outlined some of the services I have already received, which I know makes paying a retainer worth it and which set Alan head and shoulders above the rest – figuratively as well as literally!
In the short time of working with Alan, he’s identified six (!) sub-portfolios which amounted to approx. an additional £15K that I didn’t know I had; transferred my pension into a SIPP to fit in with my future business plans; sent swift notification of global events that might affect my portfolio and suggested options for review; sent newsletters in plain English and offered me a range of options with better results and lower management fees. Not only this, but he’s a very nice man too! I wouldn’t hesitate to recommend Alan; and in fact I have’.
We have known Alan for some years, and have found his attitude to financial affairs to be one of true professionalism. In that time, we have been more than happy for him to handle our investments. He seems to have an extraordinarily wide knowledge of world affairs and how they might impact on the small investor. As a result he is able to give reasoned investment advice for his clients, and takes great pains to advise us properly, based on our needs, desires and knowledge.
He is a caring and thoughtful person, who is very easy to get on with, and we trust him with implicitly with our investments.
We feel very comfortable welcoming him into our home or by telephone to give us advice.
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