Lazenbys Financial Services Limited

Independent Financial Adviser  First Floor, Butonia House, Leeds, West yorkshire, LS16 6EB
First meeting at adviser's own cost
Worried you might run out of income in retirement? Let us take away your worries.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Alan Lazenby DipPFS CertCII (MP & ER)
Director and Principal Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Dee Lazenby MP & ER
Mortgage Broker

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

What our clients say
‘Traditionally we always kept our money in savings accounts, moving it around to get the best deal. However as interest rates have fallen we have moved to investments to maintain the value of our assets. Alan Lazenby is encyclopaedic in his knowledge as a Financial Advisor but explains everything clearly without creating confusion. From beginning to end everything is done by the book. We have enjoyed excellent overall returns based upon the investment recommendations we have received. Simply put Alan looks after our money as if it were his own’.
Andrew & Josephine Clarkson, Harrogate
‘Alan has provided me with insightful and sound advice on a variety of products for many years. I trust his judgements and recommendations which take account of my personal situation and attitude to risk. I have been very satisfied with the performance of my investments and I'm therefore very happy for him to keep managing my portfolio on my behalf’. ‘Thanks Alan for the journey so far and also for your efforts going forward’.
Dr Julie Elders, Harrogate
I have known Alan Lazenby for five years, initially as a financial adviser through the Yorkshire Building Society working for Legal and General. After three years Alan left the Legal and General and we were given a new financial adviser, who was unable to match my expectations of investments. The following year we were advised that yet again we had been allocated another financial adviser by Legal and General but again I was very disappointed in the return on my investments in 2013/14. I managed to contact Alan who immediately responded to my request for financial advice and arranged a meeting to review my current investments and what monies I had to invest in 2014/15. Having been a Trustee of a large company pension scheme I was aware of how financial markets work and when talking with Alan it was obvious that he has a good knowledge of the financial markets and where to invest monies for maximum returns. He has never pushed me into a situation which could leave me in financial embarrassment and has always been honest in his approach and the potential risks involved in investments. He has always given sound advice and always shows an interest in making the best investments for me rather than his own personal gain, more that the latter is achieved through performance of the former. He has guided me through the turmoil of transferring my previous investments into new opportunities and always shows interested in how I can achieve my objectives for future retirement plans. Whilst there are always risks associated with any financial planning I would recommend any individual who is looking for personal advice on how to invest their monies to seek assistance from Alan.
Graham Crawshaw, Ripon
About us

We are a family run business that is well established and both trusted and respected by our clients and other professionals. The two Directors and owners are husband and wife team, Alan and Dee Lazenby. The business was created to ensure real financial planning was offered to clients, instead of the product driven sales pitch offered by many other companies. We believe that advice starts with the end goal rather than a product, so we take the time to listen to what you want to achieve first, before any discussion on the many products available. This process, we believe, gives emphasis on what you're looking to achieve, rather than what the advice firm wants to sell you. We will plan your family’s financial future and be with you every step of the way.

Our services

At Lazenby's we are trusted by our clients to be realistic about their goals, and work hard to protect all their assets, no matter how large or small. We use cutting edge technology to make the whole process easier to understand.

If its a mortgage or a financial plan you need, you can expect to be well looked after.

We believe that trust and managing expectations is at the heart of financial planning. If you want straight talking financial advice from a family firm you can trust, call Lazenby's.

Where to find us

First Floor, Butonia House, First Floor Office Suite, Clayton Wood Close, West Park Ring Road, Leeds, West Yorkshire, LS16 6QE

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020

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