Rickard Lazenby Financial Services Limited

Independent Financial Adviser  Rickard Lazenby Financial Services Ltd, Kent, Sittingbourne, ME9 9QJ
First meeting at adviser's own cost
We will work with you to ensure that you and your family are financially healthy and secure for life.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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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
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Group risk
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Benjamin Hodges DipPFS
Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

About us

Established in the 1980s we are a family run Independent Financial Advisers.
We want to ensure that you and your family are financially secure and prosperous for your whole lives.
Our services to you are tailored to your personal requirements and are 100% confidential.
We also have an experienced general insurance department.

Our services

To be effective we are professional, thorough and efficient. We develop long-term, highly personalized client relationships that are founded on integrity, trust and fairness.

Where to find us
Head office address: Rickard Lazenby Financial Services Ltd, 149-151 London Road, Teynham, Kent, Sittingbourne, ME9 9QJ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 26th July 2021

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