Lazenby's Financial Services

Business Details

14 Years

experience

Independent Financial Advisers in Leeds

Established in 2012, Lazenby's Financial Services is a family-run independent financial advisory firm based in Leeds. Our team of experienced professionals specialises in providing unbiased, whole-of-market financial planning solutions tailored to individual client needs. We employ a proven six-step process that begins with a complimentary initial consultation, followed by comprehensive discovery, analysis, implementation, and ongoing review of financial strategies. Our unique 'Pots System' helps clients manage finances without emotional bias, while our commitment to technical expertise ensures access to offshore investments, trusts, ISAs, and advanced drawdown schemes. As a Directly Authorised firm with the Financial Conduct Authority (FCA), we maintain rigorous professional standards and offer transparent fee structures with no hidden costs.

Our client-centric approach combines cutting-edge financial planning software with personal service, ensuring clients receive both technological precision and human understanding. With over 20 years of industry experience, our senior advisors have managed tens of millions in client investments while maintaining a focus on long-term relationships rather than short-term transactions. We pride ourselves on delivering honest advice free from provider influence, with a particular emphasis on retirement planning, inheritance tax mitigation, and ethical investment strategies.

Services

Pension Consolidation Financial Planning Investment Management Estate Planning Inheritance Tax Planning Retirement Planning Wealth Management Asset Management Personal Protection Business Protection

Details

Year established: 2012

Highlights and features

We offer whole-of-market financial planning with access to products from across the entire investment marketplace
Our team holds advanced qualifications including the Diploma in Regulated Financial Planning
We implement a unique Pots System for emotion-free financial management
Our senior IFA has over 20 years' experience managing tens of millions in client investments
We provide transparent fee structures with no hidden costs or surprises

Associations and certifications

Financial Conduct Authority (FCA)

What people say

Expert knowledge Clear communication Long-term commitment Personalised service Transparent fees

Website

Update Listing

Services

Pension Consolidation

Our pension consolidation service combines multiple pension pots into a single, manageable account. This simplifies retirement planning while potentially reducing fees and improving investment opportunities. We help clients evaluate whether transferring final salary pensions would be beneficial, considering factors like exit fees and loss of scheme benefits. Our experts ensure compliance with FCA regulations while maintaining transparent communication throughout the process.

Investment Management

We provide tailored investment management solutions using a disciplined approach to portfolio construction. Our strategies incorporate risk assessment, diversification across asset classes, and regular performance monitoring. Clients benefit from access to a wide range of investment options including ethical and sustainable funds. Our team employs sophisticated tools for portfolio analysis while maintaining clear communication through regular reviews and performance updates.

Estate Planning

Our estate planning service helps clients protect and distribute their assets according to their wishes. We specialise in creating tax-efficient strategies that minimise inheritance tax liabilities while ensuring proper legal documentation. Services include will creation, trust establishment, and lasting power of attorney arrangements. We maintain ongoing relationships to update plans as circumstances change, ensuring continued alignment with client objectives.

Financial Planning

We offer comprehensive financial planning covering all life stages from early career to retirement. Our approach combines cash flow modelling with goal-based planning to create realistic strategies. We address key areas including education funding, property purchases, and retirement income planning. Regular reviews ensure plans remain aligned with changing circumstances while maintaining compliance with regulatory requirements.

Inheritance Tax Planning

Our inheritance tax planning service focuses on legally minimising tax liabilities while preserving wealth for future generations. We utilise sophisticated software to identify tax-efficient solutions including trust structures and gifting strategies. Our experts stay current with tax law changes to ensure compliance while maximising client benefits. We provide clear explanations of complex tax concepts and maintain ongoing support for evolving financial situations.

People

Alan Lazenby

Managing Director

With over 20 years' experience in financial services, Alan established Lazenby's Financial Services in 2012. He specialises in investment advice and pension consolidation, having managed tens of millions in client investments. His approach focuses on long-term relationships and unbiased advice.

Dee Lazenby

Operations Director

Dee brings extensive business management experience from both corporate and public sectors. She oversees day-to-day operations and back-office systems, ensuring smooth service delivery. Her background in children's services informs her understanding of financial security needs for vulnerable families.

Russell Blackhurst

Independent Financial Adviser

Former solicitor with 25 years' legal experience, Russell transitioned to financial advice in 2016. He specialises in protection, pensions, and inheritance tax planning, combining legal expertise with financial strategy to benefit clients.

Raj Bharj

Paraplanner

With 15+ years' experience in financial services, Raj provides technical support for complex cases involving offshore investments and inheritance tax mitigation. His expertise ensures high-quality advice delivery while maintaining compliance with regulatory standards.

Lamar Lewis

Paraplanner

Qualified financial planner with five years' industry experience, Lamar supports both advisers and clients with technical expertise. His economics background and commitment to professional development enhance our service quality and client interactions.

Questions

Are you independent financial advisers?

Yes, we are whole-of-market Independent Financial Advisers (IFAs) based in Leeds, free from provider and large company influence.

Are you regulated by the FCA?

Yes, we are a Directly Authorised firm with the Financial Conduct Authority (FCA) under reference 811996.

What qualifications do your team hold?

Our team holds advanced qualifications including the Diploma in Regulated Financial Planning from the Chartered Insurance Institute.

Do you charge for initial consultations?

No, we offer a complimentary initial meeting to discuss your financial needs and determine if we can help.

How often do you review financial plans?

Clients receive at least one face-to-face meeting annually, with additional reviews available based on investment complexity.

Do you offer ethical investment options?

Yes, we provide sustainable and ethical investment options using sophisticated tools to filter investments based on client values.

Reviews (6)

Write a Review

Nick Wood

Dec 06, 2021 Report

Financial advice is perhaps, outside of medical care, the most important thing youd entrust to somebody. Therefore it becomes vital that you are able to build trust, understanding & ultimately performance out of this relationship. Lazenbys deliver all three. The service is highly personalized, ensuring you know what you are investing in & why. The performance of both my personal & business investments has been top notch, with (crucially) fair fees, same cant be said for many in this market. Im not easily impressed, but I am with this company. As a result Im looking to invest further

Karen T.

Oct 15, 2021 Report

Lazenbys were recommended to me, its hard knowing where to go to for this kind of service and a recommendation always helps. From the get go I was met with a professional and friendly service , quick and easy with no hassle whatsoever. I cannot recommend this company enough and would use them again without question.

Alex Parker

Sep 01, 2021 Report

Positive:Professionalism,Responsiveness
Lazenbys were great. Very easy to reach if needed and helped explain everything in laymen terms.

Russell Harvey

Dec 15, 2020 Report

I would highly recommend Alan and Dee. Alan was fantastic to deal with throughout our meetings and conversations and took a complicated topic (for me!) and broke it down so I could understand everything that was going on. I really appreciated the amount of time and effort he dedicated to sorting out my finances and enabling me to feel more confident about the future. Thank you!

Seb Holmes

Nov 29, 2020 Report

Positive:Professionalism
I cant recommend Lazenbys enough. In the current climate I was unsure what to do with finances and the team at Lazenbys presented me with a clear and concise plan that met my short, medium and long term goals. The first few months have gone remarkably well and I couldnt be happier with the service

David Etchells

Nov 02, 2020 Report

We have invested with Lazenbys for many years, and have to say that the service has always been second to none! Allan uses his considerable knowledge to always search for the best possible return for the client, and considers all aspects of current affairs...