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Lazenby's Financial Services

Lazenby's Financial Services

5.0(42 reviews)See reviews ↓·Leeds

About the company

Lazenby's Financial Services is an independent financial advice firm based in Leeds. The firm offers independent, whole-of-market advice. Alan Lazenby is the Managing Director and Senior Financial Planning Consultant, and he founded Lazenby's Financial Services. He has over 20 years of experience managing money with hundreds of clients. Dee Lazenby is the Operations Director and has been a Director with Lazenbys for over five years. Raj Bharj is a Paraplanner and has worked as a Paraplanner for over 15 years.

Abi Jacques is a Financial Services Administrator with seven years of experience in the financial services industry. The firm's services include retirement planning, investment advice, inheritance tax planning, protection, and financial planning. The firm serves professionals, business owners, families, and people approaching retirement. The firm supports Martin House Children's Hospice as a partner charity. The firm uses Intelligent Office as its practice management system.

What customers say

Based on genuine customer reviews

Lazenby's Financial Services in Leeds draws consistent praise for the depth of expertise brought to pensions, investments and mortgage work. Alan Lazenby is the figure most often named, with reviewers repeatedly describing his knowledge as encyclopedic and his explanations as clear, thorough and reassuring. Several customers note that nothing is left out of the process, from discovery meetings and risk assessments through to the detail of individual retirement goals, and that the resulting arrangements feel genuinely tailored rather than generic.

Communication comes up often as a strength, with Dee singled out for her support through mortgage applications, including for first-time buyers who describe the experience as far less stressful than expected, while Raj and Sonja are also credited with conveying information swiftly and simply. Long-standing clients mention investments that had stagnated before moving across and have grown since, and the team is described as diligent, efficient and helpful throughout. The personal, attentive approach and the care taken with each client's circumstances are recurring themes, and the closing point reviewers return to is the confidence they place in Alan's judgement on pensions and investments.

Financial advisorFinancial AdvisorInvestment service

Reviews

Reviews are taken from publicly available sources.

JT
Julie Tovey23 July 2026

Alan and his team provided a friendly and professional service. I approached Alan for a pensions review as I didn't want to leave it too late only to find I would be struggling financially. The process was comprehensive and thorough. Lazenby's guided through me a discovery meeting to establish what my retirement goals are. This was followed by a risk assessment to gauge the level of risk I would be comfortable with. Alan and his team then set about obtaining my information which cumulated in a very detailed report and personal presentation considering several scenarios and recommendations as to the most effective course of action to achieve my goals. I cannot recommend Lazenby's enough. The service was highly professional and comprehensive and I would not hesitate to use them again in future.

JC
JEAN CURRIE15 July 2026

Alan, firstly a big thank you - I can honestly say I feel so much better now Lazenby's are managing my pension. You and the team provide such a friendly, client focused, exemplary service where the communication is outstanding and the advice/recommendations expertly and thoroughly researched - resulting in a truly, individually tailored pension portfolio. First class, top notch service and client experience. - Thank you

AP
Atkinsons Print4 March 2026

Alan is amazing at what he does. I've have been a client Lazenby's for ten years and thoroughly recommend their services.

S3
Smartr 36516 January 2026

Worked with Alan for a few years now. Consistent and thorough Financial Advice. Would recommend.

VB
Vickie Bateson16 April 2025

I contacted Lazenby's in regards to pensions queries. They gave me clear advice and explanations and also set me up with an ISA and other advice regrads income protection. Meetings were arranged and everything was dealt with in a professional and friendly manner. I have already advised colleagues to approach them for financial advice and i would not hesitate to use them again.

MW
marie ward2 April 2025

Absolutely fantastic advice from an extremely knowledgeable man, Mr Lazenby. He was thoroughly informative, easy to follow and really put my mind at rest. He was exhaustive in his approach, leaving nothing out and I would recommend him very highly. A personal, tailored approach from a kind, complete professional.

BJ
Bryony Johnstone27 March 2025

Excellent service and very clear professional advice. Trusting someone with your finances is crucial and I’d have no hesitation in recommending Alan. His knowledge is immense. Raj and Sonja have also been brilliant and communicated things easily and swiftly. Thank you

Financial advisers in Leeds compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 9 businesses in this category in Leeds are compared.

RankProviderRatingReviewsOpen Sat.
1Clarity Wealth Limited★ 5,083No
2Care Financial Services★ 5,046No
3Lazenby's Financial Services (this page)★ 5,042No
4The Financial Planning Centre Ltd★ 5,039No
5Vibrant Wealth Management Ltd★ 5,032No
Contact
+441133220700lazenbysfs.co.uk1st Floor, Beechwoods Estate, Stable Mews, Elmete Ln, Roundhay, Leeds LS8 2LQ
Working hours
Monday08:00–17:00
Tuesday08:00–17:00
Wednesday08:00–17:00
Thursday08:00–17:00
Friday08:00–17:00
SaturdayClosed
SundayClosed