Business Details
14 Years
experience
Your Trusted Financial Advisers in Leeds
Lazenby's Financial Services is a family-run business established in 2012, dedicated to providing independent financial advice tailored to individual client needs. With offices in Leeds, we specialise in pension consolidation, investment management, estate planning, and wealth management, offering unbiased solutions from the entire investment market. Our team of experienced advisors, including Managing Director Alan Lazenby and Operations Director Dee Lazenby, combines technical expertise with a client-centric approach, ensuring long-term relationships and bespoke financial strategies.We utilise advanced cash flow modelling software and a 'Pots System' to simplify financial planning, while maintaining transparency in fees and a commitment to ethical, sustainable investing. As a Directly Authorised firm regulated by the FCA, we prioritise trust, professional indemnity insurance, and ongoing client education through regular reviews and accessible communication channels.
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 independent financial advice with no provider ties
- Our team holds advanced qualifications including the Diploma in Regulated Financial Planning
- Family-run business providing lifelong client relationships and continuity
- Proprietary 'Pots System' simplifies emotional aspects of financial decision-making
- Ongoing portfolio monitoring with quarterly Central Investment Committee reviews
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Exceptional expertise
Personalised service
Clear communication
Effective pension solutions
Lifelong partnership
Services
Pension Consolidation
Combining multiple pension pots into a single manageable account simplifies retirement planning while potentially reducing fees. Our experts evaluate existing schemes to ensure valuable benefits aren't lost during transfers. We specialise in navigating complex pension landscapes including final salary schemes and defined contribution plans. Clients benefit from tailored advice on tax implications and investment opportunities when consolidating UK workplace pensions.
Investment Management
Personalised investment strategies align with individual risk profiles and financial goals. We offer access to diverse investment vehicles including offshore funds, stocks and shares ISAs, and specialist trusts. Our team employs sophisticated research methodologies and daily portfolio monitoring to optimise returns. Clients receive quarterly performance reviews through our Central Investment Committee process, ensuring ongoing strategy effectiveness.
Estate Planning
Comprehensive estate planning services help preserve wealth for future generations while minimising inheritance tax liabilities. We specialise in creating tailored solutions using trusts, lifetime gifts, and tax-efficient investment structures. Our approach considers both immediate tax savings and long-term wealth preservation strategies. Clients benefit from ongoing plan reviews to adapt to changing circumstances or legislation.
Financial Planning
Holistic financial planning addresses all aspects of personal wealth including retirement, protection, and investment needs. Using advanced cash flow modelling software, we create visual roadmaps for clients' financial futures. Our six-step process ensures thorough understanding of client circumstances before recommending solutions. Regular reviews maintain plan relevance through life's changing circumstances.
Inheritance Tax Planning
Specialist inheritance tax planning identifies legitimate strategies to reduce tax liabilities on estates. We implement solutions including trust structures, lifetime gifting, and tax-efficient investments. Our approach balances immediate tax savings with long-term wealth preservation objectives. Clients receive ongoing guidance to adapt strategies as tax laws evolve or personal circumstances change.
People
Alan Lazenby
Managing Director
With over 20 years' experience, Alan established Lazenby's in 2012 after starting his career in 1996. He specialises in investment management and pension consolidation, having overseen tens of millions in client assets. Holds the Diploma in Regulated Financial Planning and prioritises client-centric advice free from provider influence.
Dee Lazenby
Operations Director
Dee manages day-to-day operations and back-office systems after transitioning from children's services and mortgage advising. She ensures smooth business functioning to support client-facing activities, combining business management expertise with a focus on service excellence.
Russell Blackhurst
Independent Financial Adviser
Former personal injury solicitor with 25 years' legal experience, specialising in protection, pensions, and inheritance tax planning since joining Lazenby's in 2024. Brings legal perspective to financial advice, particularly in estate planning and risk mitigation.
Raj Bharj
Paraplanner
Experienced paraplanner with 15+ years supporting financial advisers on complex cases. Specialises in technical report writing and research for high-net-worth clients with offshore investments and inheritance tax mitigation needs.
Lamar Lewis
Paraplanner
Qualified financial planner with economics background, providing technical support to advisers. Focuses on investment platforms and administrative processes while developing expertise in complex financial advice delivery.
Questions
Are you truly independent financial advisers?
Yes, we are whole-of-market Independent Financial Advisers (IFAs) regulated by the FCA, with no ties to specific providers.
What qualifications does your team hold?
Our team holds the Diploma in Regulated Financial Planning, with over 20 years' experience managing client investments.
How do you charge for financial advice?
We use a cap-and-collar fee structure based on investment size or complexity, with transparent pricing discussed upfront.
Can you help with ethical investments?
Yes, we offer sustainable investment options using software to filter investments conflicting with client values.
Do you provide ongoing financial support?
We offer annual face-to-face reviews plus additional meetings depending on investment complexity and client needs.
How are investment portfolios monitored?
Portfolios are monitored daily by directors, with quarterly reviews by our Central Investment Committee and external fund managers.
