Business Details
14 Years
experience
Your Trusted Financial Advisers in Leeds
Lazenby's Financial Services are independent financial advisers based in Leeds, offering expert guidance tailored to your unique circumstances. As independent IFAs, we're not tied to any specific product provider, ensuring you receive unbiased advice on a wide range of financial matters.Our areas of expertise include:
Pensions: Maximising your pension contributions, choosing the right pension scheme, and planning for a comfortable retirement.
Investments: Building and managing an investment portfolio that aligns with your risk tolerance and financial goals.
Inheritance Planning: Minimising inheritance tax and ensuring your assets are distributed according to your wishes.
Wealth Management: Comprehensive financial planning to help you grow, protect, and preserve your wealth.
We take the time to understand your individual needs and aspirations, providing clear, concise advice and ongoing support to help you achieve your financial objectives.
Contact Lazenby's Financial Services today for a free initial consultation.
Services
Pension Consolidation
Financial Planning
Investment Management
Estate Planning
Inheritance Tax Planning
Retirement Planning
Wealth Management
Asset Management
Personal Protection
Business Protection
Served areas
- Leeds, Harrogate, York, Wakefield
Details
- Year established: 2012
Highlights and features
- Independent financial advisors in Leeds.
- Personalized financial planning services.
- Expert pension and retirement advice.
- Comprehensive investment management solutions.
- Specialists in inheritance tax planning.
- Dedicated to lifelong client relationships.
What people say
Expertise and knowledge
Personalised financial plans
Secure retirement future
Exceptional client service
Transparent advice process
Services
Pension Consolidation
At Lazenby's Financial Services, we offer pension consolidation to help you combine multiple pension pots into a single, manageable account. This service simplifies your retirement planning, making it easier to track and manage your savings. Our expert advisors provide personalized guidance to ensure that consolidating your pensions aligns with your retirement goals. By consolidating, you may also gain access to a wider range of investment opportunities, potentially enhancing the growth of your retirement funds.
Financial Planning
At Lazenby's, we understand that life is full of milestones and unexpected events that can impact your financial future. Our Life Stage Planning service offers personalized financial guidance tailored to your unique goals and needs at every step. We use advanced cash flow modeling software to create a clear and realistic picture of your financial future, allowing for easy adjustments as your circumstances evolve. With our support, you can gain clarity and confidence, build a roadmap to achieve your financial goals, and enjoy peace of mind knowing you're on track.
Investment Management
Our tailored investment management services are designed to help you grow your wealth, generate income, or secure your financial future. We take the time to understand your unique goals, risk tolerance, and timeline to build a diversified portfolio aligned with your aspirations. With a focus on transparency and personalized care, our team provides ongoing support and reviews to keep your investments on track. Whether you're planning for retirement or seeking sustainable investment options, our expertise ensures your strategy evolves with your needs.
Wealth Management
At Lazenby's Financial Services, our experienced team of Independent Financial Advisors in Leeds offers personalized wealth management solutions tailored to your unique needs. We take a comprehensive view of your financial situation, considering your income, expenses, assets, liabilities, and long-term goals. Our goal is to help you achieve financial security and peace of mind, knowing your future is secure.
People
Alan Lazenby
Managing Director
With over 20 years' experience, Alan established Lazenby's in 2012 after qualifying as a financial planner. He specialises in investment strategy and retirement planning, managing tens of millions in client assets using advanced financial software while maintaining a personal approach to client relationships.
Dee Lazenby
Operations Director
Dee oversees daily operations with a business management degree and extensive experience in children's services and mortgage advising. She ensures smooth back-office operations and client service delivery while maintaining the firm's family business ethos and client-focused values.
Russell Blackhurst
Independent Financial Adviser
Former personal injury solicitor with 25 years' legal experience, Russell transitioned to financial advice in 2016. He specialises in protection planning and retirement solutions, combining legal expertise with financial strategy to create comprehensive client plans.
Raj Bharj
Paraplanner
With 15+ years' experience, Raj provides technical support for complex financial cases. He specialises in offshore investment structures and inheritance tax mitigation strategies, ensuring high-net-worth clients receive technically sound advice while maintaining regulatory compliance.
Lamar Lewis
Paraplanner
Qualified financial planner with economics expertise, Lamar supports advisers with technical analysis and client documentation. He brings fresh perspectives from lead generation and marketing experience while aligning with the firm's commitment to exceptional client service.
Questions
Are you regulated financial advisers?
Yes, we are Directly Authorised by the Financial Conduct Authority (FCA) and hold Professional Indemnity insurance as required for regulated firms.
What investment options do you offer?
We provide access to the whole market including offshore investments, ethical funds, and specialist trusts while maintaining diversified portfolio strategies.
How often are financial plans reviewed?
Clients receive annual face-to-face reviews with optional bi-annual meetings, plus ad-hoc consultations through our secure client portal or direct contact.
Do you charge for initial consultations?
No, our initial meetings are completely free with no obligation, allowing you to assess our services before committing to any financial planning.
Can you help with inheritance tax planning?
Yes, we specialise in inheritance tax mitigation strategies including trust structures and offshore investment solutions tailored to individual circumstances.
What areas do you cover?
While based in Leeds, we serve clients across Yorkshire including York, Harrogate, Sheffield, and Hull through in-person meetings or virtual consultations.
Reviews (14)
Jules
Dec 12, 2024
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Thanks to Alan, Raj and Sonya for all their help and advice. Always simplified and accessible. Feel confident that my funds are in safe hands. The whole team are efficient, professional and friendly- a rare commodity in todays complicated world. Thank you all- I highly recommend.
Andy B.
Jun 27, 2024
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I had quite adverse preconceptions about what going to see a financial advisor would be like but Lazenbys are not intimidating in the slightest. Russell was very down to earth, easy to talk to & understand and with no hard sell at all or any pressure. I came away with a much better understanding of investments and pensions and will certainly consider working with Lazenbys once Im in a position to do so.
M. Hathy
May 22, 2024
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Alan is really very good and very thorough when going through your situation and giving you his thoughts and options. Nothing is too much trouble and I am really glad I moved across to him. I had issues with my last Financial Adviser and Alan helped me navigate some serious unchartered waters. I recommend him highly.
Tony Day
Apr 24, 2024
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Alan Lazenby is a financial geek. He has an encyclopedic knowledge of money, of markets, commodities and much more. Since switching to Lazenbys, my previously stagnant investments have already grown considerably, and continue on an upward trend. He and his team are diligent, efficient and helpful. I have no hesitation in giving Alan and his team the highest possible recommendation. Tony Day. West Yorkshire.
Suzanne Brown
Dec 19, 2023
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After feeling let down by our Financial Advisor I started to look for another advisor and came across Alan at Lazenby's Financial Services. I liked the reviews that had been carried out by clients via Video and not just written reviews so that gave me a real idea of how they felt. We had a couple of meetings online with Alan and he explained everything in great detail to myself and my husband and got to know everything that we required and then went away and researched products that suited our needs.
The amount of research we were presented with was unbelievable and we had never had this in depth process presented to us before. Alan went into great detail as to why he thought the products he had chosen for us was the most suitable and put our minds at rest to any questions we had. We would not hesitate to recommend Alan and his team to anyone looking for financial advice.
The amount of research we were presented with was unbelievable and we had never had this in depth process presented to us before. Alan went into great detail as to why he thought the products he had chosen for us was the most suitable and put our minds at rest to any questions we had. We would not hesitate to recommend Alan and his team to anyone looking for financial advice.
Mark Meakings
Oct 21, 2022
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Excellent service. Always on hand to answer questions and advise. Very informed, competent and experienced advisors
Jessica Wilson
Dec 16, 2020
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Lazenbys are very friendly and extremely knowledgable in this field and Alan is always there to offer support and advice. The service provided is second to none and they really do go out of their way for you and they are always there when needed. They have the balance of professionalism and friendliness spot on.
David Etchells
Dec 05, 2020
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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.
Anne Cowman
Nov 13, 2020
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Alan and his team are professional and friendly. I feel safe that he is managing my financial affairs as I trust his expertise and judgement. If you want to have exceptional Financial support you would benefit from contacting them.
James Schofield
Jul 13, 2020
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I used the mortgage services available with Lazenby's and was more than satisfied with the service their team supplied. They stayed in contact frequently and helped with any questions I had. I am forever grateful for the service they provided.
Tracey Earl
Jul 04, 2020
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Dee at Lazenby's is very thorough and did her homework before recommending a protection insurance product to me. She is efficient and the service she provided was spot on. I had a policy up and running in no time. Thanks Dee.
Sophie J.
Jun 23, 2020
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Lazenbys Financial Services - what can I say. Dee has been spectacular as our mortgage advisor for first time buyers! We was going through our first house purchase at the beginning of the year which Dee supported us throughout but unfortunately this fell through. She kept us positive and calm which was great. We then decided to purchase a new build, with the knowledge and level of experience Dee sorted us a new mortgage offer out in a quick moment. Were so grateful of Dee and her service - I couldnt recommend Lazenbys enough!
Hayley Faulkner
Jun 18, 2020
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Lazenbys took care of my mortgage and insurances. Excellent service, personal touch and so responsive. Wont ever go anywhere else now. Thanks
Lee Gaddes
May 14, 2020
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Lazenbys recently assisted me with a Buy to Let Remortgage. I received a fantastic service from Dee and her team which made the whole process seamless. I made full use of their electronic client portal for documentation and secure messages. A fantastic company to work with and highly recommended