I'm here to give advice on your investments and pensions so they work hard for you and to give you the trust and security your life savings deserve, after all you've worked hard to earn this money so it makes sense that it works hard for you. I started Lazenby's so I could give advice free of provider, bank and large company influence.
At Lazenby's our existing clients are as important as new clients and get seen at least once a year, and that's written into our agreement with them. I don't talk products I give advice about what your money is to be used for now and in the future, when do you want to retire, what will you do, what's the number you need to retire in comfort?
At Lazenby's our existing clients are as important as new clients and get seen at least once a year, and that's written into our agreement with them. I don't talk products I give advice about what your money is to be used for now and in the future, when do you want to retire, what will you do, what's the number you need to retire in comfort?
Services
How We Work
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The first meeting is to help you decide whether we can provide you with a service you will value. We will clearly explain how we work, the services we offer and how we charge for our work. This meeting is completed at our expense. We want to listen to your immediate financial priorities and concerns but importantly we will also take the time to listen and to understand what you want from your future.
Reward Scheme
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We are proud that many of our new customers come from recommendations by our existing clients and would like to show our gratitude and appreciation with our Friends and Family Recommend and Reward scheme. If you recommend Lazenby's Financial Services to family, friends or colleagues and they sign up with us, not only will they receive a welcome gift of 10% off the cost of services, you can also select a thank you treat of your choice between:.
Investment Management
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If you're seeking independent, transparent investment management in Leeds, the passionate team at Lazenby's promise a first-class service. With access to funds from the whole of the investment market and dozens offshore bond providers, our investment management services are flexible. In addition, they are completely tailored to your personal requirements.
Wealth Management
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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 advice on wealth management Leeds, based on the individual needs of a client.
Estate Planning
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Looking for leading, independent estate planning solutions in Leeds? The team at Lazenby's are proud to provide expert estate planning and investment management services. Our extensive experience in financial services ensures a first-class service you can rely on for transparent advice.
Our estate planning advice will maximise your tax efficiency, using a range of schemes to mitigate inheritance tax liability so you can pass on more of your wealth to the people that really matter.As financial advisors, a vital part of our job is to help you reach achievable goals, taking your attitude to risk into account.
Our estate planning advice will maximise your tax efficiency, using a range of schemes to mitigate inheritance tax liability so you can pass on more of your wealth to the people that really matter.As financial advisors, a vital part of our job is to help you reach achievable goals, taking your attitude to risk into account.
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