Wealth management is vital in the preservation, protection and growth of personal finance and assets. It encompasses a variety of financial services and disciplines. As a result, an independent financial advisor can be invaluable in offering wealth management advice, tailored to your individual needs.
Key Benefits Of Wealth Management Leeds
Achieve A Set Goal
Tailored To You
Build A Secure Foundation
Peace Of Mind
Identify Hidden Risks
Here at Lazenby’s Financial Services, we are proud to provide clients across Leeds with a range of advice and financial plans to both new and existing clients, including:
What Makes Us Special?
Sustainable & Ethical Investments
We base any advice and guidance on your personal risk portfolio, life goals and unique individual circumstances. Whether you are looking to grow your wealth or assets or simply learn how to manage or protect them, our team will select products that fit your objectives. We always ensure our guidance is both sustainable and ethical, based on your personal profile.
Our team takes a holistic approach to wealth management. We take the time to really understand you and your personal goals. You are always in control; we are here to advise, guide and manage if needed. We take pride in taking the hassle out of wealth management with our comprehensive and bespoke approach. A good independent financial advisor can effectively manage the costs involved, saving you both money and worry.
Committed To Client Care
Our job is to make the money you’ve worked so hard for work hard for you and your loved ones, through robust investment, tax advice and financial planning. There’s a reason why our motto is ‘with you for life’. We’re proud to be able to help you reach personal goals through quality advice, good care and a personable service.
Access To Investment Market
As independent financial advisors, we have access to funds from the whole of the investment market and dozens of offshore bonds. Consequently, our services are flexible and are tailored to your personal goals. Build a secure foundation and peace of mind with our wealth management services. By giving you access to the best investment strategies on the market, you get even better peace of mind.
Lazenby’s Financial services are a family-run team. We are proud to combine a friendly, personable service with the latest independent financial advice and expertise to ensure peace of mind and financial clarity. We understand how important a secure financial future is, for yourself and for your loved ones.
The initial meeting with us is complimentary. This allows us to get to know you and discuss your needs. It is a no-obligation opportunity to show you how we work and help you learn about the range of services we offer.
With You For Life
Wealth management shouldn’t be a one-off event. Our review service helps you to navigate a clear path to your goals and adjust any plans if necessary. It is our job to ensure you are on track to meet your objectives and are empowered with the latest independent advice.
“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.”
– R Harvey
Got A Question About Leeds Wealth Management?
For professional wealth management in Leeds with a personal touch, why not get in touch for a free, informal initial consultation. We can arrange your first meeting to be in our Leeds office or over the phone – whichever is best for you.
NB: 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. Past performance is no indicator of future performance, and investments can go down as well as up.