Business Details
14 Years
experience
Your Trusted Partner for Financial Planning Solutions in Leeds
Lazenby's Financial Services is an independent financial advisory firm established in 2012, headquartered in Leeds. Our team of experienced professionals specialises in pension consolidation, investment management, and wealth planning, offering tailored solutions for individuals and businesses. With over two decades of combined expertise, we pride ourselves on providing unbiased advice through a holistic approach to financial planning.Our proprietary 'Pots System' helps clients manage finances without emotional bias, while our commitment to ongoing client relationships ensures continuous support throughout life's changes. As a family-run business, we prioritise long-term client partnerships and ethical practices, maintaining professional indemnity insurance and FCA regulation to uphold the highest standards of service.
Services
Pension Consolidation
Financial Planning
Investment Management
Wealth Management
Asset Management
Estate Planning
Inheritance Tax Planning
Retirement Planning
Pensions Advice
Ethical Investments
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 business approach with ongoing client relationships since 2012
- Proprietary 'Pots System' for emotion-free financial management
- Comprehensive service covering pensions, investments, tax planning and protection
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Exceptional knowledge
Personalised service
Secure financial future
Long-term partnership
Clear communication
Services
Pension Consolidation
Our pension consolidation service combines multiple pension pots into a single manageable account. We help clients assess whether transferring final salary pensions or older schemes would be beneficial, considering exit fees and potential loss of benefits. Using advanced cash flow modelling, we create tailored strategies that simplify retirement planning while maintaining investment growth potential. Our FCA-regulated advisors ensure all transfers protect valuable scheme benefits while optimising tax efficiency.
Financial Planning
We provide comprehensive financial planning covering all life stages from early career to retirement. Our Life Stage Planning approach uses sophisticated software to model cash flow scenarios for major life events. This includes education funding, property purchases, and inheritance planning. We create adaptable strategies that evolve with changing circumstances, offering regular reviews to maintain alignment with clients' goals. Our advisors help navigate complex financial decisions while maintaining clear visibility of long-term objectives.
Investment Management
Our investment management service builds diversified portfolios aligned with individual risk profiles. We offer both discretionary and advisory management options with access to the entire investment market. Specialising in ethical and ESG investments, we combine technical analysis with ongoing portfolio monitoring. Our team conducts quarterly reviews through a Central Investment Committee, ensuring optimal performance against benchmarks while maintaining strict risk controls and tax-efficient structures.
Wealth Management
Our wealth management service integrates investment management with estate and tax planning. We address complex financial needs for high-net-worth individuals, business owners, and professionals. This includes inheritance tax mitigation strategies, trust arrangements, and intergenerational wealth transfer. Our approach combines technical expertise with personal service, ensuring coordinated management of assets, liabilities, and future aspirations across multiple financial domains.
Asset Management
We offer strategic asset management focusing on capital preservation and growth. Our approach includes diversification across cash, equities, bonds, and alternative investments. We implement tax-efficient strategies while maintaining liquidity for changing needs. Regular portfolio reviews ensure alignment with market conditions and client objectives. Our service combines advanced technology with human expertise to optimise returns within defined risk parameters for both individual and corporate clients.
People
Alan Lazenby
Managing Director
Alan established Lazenby's Financial Services in 2012 after 16 years in financial services. He specialises in investment advice and pension planning, holding the Diploma in Regulated Financial Planning. With experience managing tens of millions in client assets, he focuses on creating long-term financial security through unbiased advice.
Dee Lazenby
Operations Director
Dee manages daily operations and back-office systems with a business management degree and extensive experience in children's services and mortgage advising. She ensures smooth business operations and client service delivery, bringing organisational expertise from both public and private sectors to support the advisory team.
Russell Blackhurst
Independent Financial Adviser
Russell transitioned to financial advice after 25 years as a personal injury solicitor. He specialises in protection, pensions, and inheritance tax planning. With legal expertise combined with financial knowledge, he provides comprehensive advice on retirement planning and wealth preservation strategies for individuals and families.
Raj Bharj
Paraplanner
Raj brings 15+ years of paraplanning experience, supporting advisers with technical analysis and report writing. His expertise covers complex cases involving offshore investments and inheritance tax mitigation. He contributes to delivering high-quality financial advice tailored to high-net-worth clients' specific requirements.
Lamar Lewis
Paraplanner
Lamar holds a first-class economics degree and financial planning diploma. He supports advisers with investment platform management and client administration. His analytical skills contribute to creating comprehensive financial plans while maintaining strong client communication standards.
Questions
Are you independent financial advisers?
Yes, we are whole-of-market Independent Financial Advisers (IFAs) based in Leeds, free from provider influence and regulated by the FCA.
What services do you offer?
We provide comprehensive financial planning, pension consolidation, investment management, wealth management, estate planning, and inheritance tax solutions.
How are your fees structured?
We operate a cap and collar fee structure with transparent pricing. Initial consultations are free with no obligation to proceed.
Do you offer ethical investments?
Yes, we offer sustainable investment options and can filter investments based on ethical concerns using specialist software tools.
How often do you review financial plans?
We provide at least annual face-to-face reviews, with more frequent meetings available depending on investment size and complexity.
Can you help with retirement planning?
Absolutely, we specialise in retirement planning including pension consolidation, income strategies, and tax-efficient withdrawal planning.
