UK Enterprise Awards 2026 / 104 Financial Adviser Team of the Year 2026 – West Yorkshire & Client Service Award 2026 Based in Leeds, Lazenby’s Financial Services has clients in every corner of the UK. Since opening its doors in 2012, the business has worked primarily with business owners, professionals, and senior managers, but also those who receive an inheritance or who have never seen a financial adviser. Led by the decades of experience of its team, including a senior IFA who has been investing for 30 years, Lazenby’s offers the only financial adviser team its clients ever need. Dee and Alan Lazenby told us more. Every client that walks through the doors of Lazenby’s Financial Services in West Yorkshire receives personalised and independent advice fit for their own lifestyle and ambitions. Rather than focusing solely on products, the company helps people to build their financial confidence, creating plans that evolve with them as they journey through life. Dee explained: “Put simply, we stop people worrying about money.” What sets Lazenby’s apart is a focus on long-term relationships, exceptional service, and the belief that wealth and wellbeing go hand in hand. It is not only about financial security for the team here, but for clients to be able to enjoy the life they have worked so hard to build. The values of integrity, independence, care, and education that underpin Lazenby’s see clients receive honest advice, clear communication, and the knowledge to make informed decisions about their financial future. These values can be found at the root of everything the company does, from its personalised advice to the financial networking events it runs. Any company looking to thrive in today’s financial landscape must also rise above the noise of the media, which often paints a dire picture. Alan told us: “With our understanding of what money is in reality, we saw inflation as ‘baked into the cake’, and our investment strategy had this at its heart. This influenced our investment recommendations and real assets have produced very good results.” With client expectations changing and people wanting education as well as advisement, Lazenby’s has pivoted to offer exactly this, helping clients to remain informed by building trust with them. The company’s status as a small, family-run operation only adds to this, with the team see themselves as long-term partners and friends, not just financial advisers. The UK provides a strong foundation for Lazenby’s, with its robust regulatory standards and well-established financial services sector enabling the business to deliver trusted, independent advice. Proud to serve clients across the UK, the team remains focused on strengthening relationships, supporting their community, and continuing to provide the high standard of service for which they are known. Looking to the future, Lazenby’s is committed to investing in both its business and the wider financial advice profession. Dee said: “The average age for a financial adviser is 57, so it’s imperative that we bring on the stars of the future, and this is exactly what we have started to do.” Working with Lazenby’s gets team members six weeks of paid holiday, bank holidays, and private medical insurance, stemming from the belief that if staff are treated like family, they will treat clients like family as well. New team members will succeed if they love being around people, are committed to building long-term relationships, and are keen on pursuing the development opportunities they will be afforded. Just one example of these opportunities comes from the structured development programme designed for one of its paraplanners, providing a clear pathway to becoming an independent financial adviser. As part of this programme, they will spend time observing Alan, the managing director here, in client meetings to gain practical experience before gradually taking responsibility for advising and managing their own client relationships. Alan added: “We believe investing in our people not only strengthens our business but also ensures continuity, consistency, and exceptional service for our clients for many years to come.” Looking ahead, Lazenby’s aims to remain a trusted partner for its clients and a positive influence within its community. For example, it is proud to support Martin House Children’s Hospice, which provides vital care for children and young people with life-limiting conditions and their families. Besides these opportunities to support a worthy local cause, the greatest measure of success for the team here is the trust they nurture for clients, who always have exceptional things to say about this service. One client commented: “I wish I had known about Lazenby’s earlier.” Another said: “I couldn’t ask for more knowledgeable, accessible, honest, and direct advice.” These words are indicative of clients who feel confident about their futures, thanks to having a trust adviser to guide them every step of the way. Contact: Dee and Alan Lazenby Company: Lazenby’s Financial Services Web Address: https://lazenbysfs.co.uk/ Lazenby’s Financial Services
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