financial services

Financial Planning

A financial MOT to help reach your goals.

Financial Planning

Review your finances.

Every successful person uses someone to help them reach their goals. Financial planning is not just advice it is a comprehensive and evolving process of establishing your objectives and keeping you on track to reach them.

We will coach you, educate you and motivate you. We will be that nagging voice questioning your spending habits. We will support and inform your decisions and recommend financial solutions that will ultimately help you succeed.

We will use all of our knowledge, experience and qualifications as a Financial Adviser but also mentor you on your journey. We will always do a little financial planning for you, it is how we work, even if you just need a simple life insurance policy. The more we know about your financial situation, the better we can recommend a solution or product.

Sound financial advice.

Our behaviour and psychology can have a more profound effect on our decisions than our knowledge and experience. A Financial Planner will work with you but without the emotional commitment clouding your judgement.

Having the confidence to act or not act will have a stronger effect on your portfolio than constantly seeking the best performing investment. Just knowing that someone else is taking care of things will let you focus on your strengths, or simply enjoy life more.

Have peace of mind, after all you are protected by our insurance, our regulator, our ombudsman and the financial services compensation scheme (FSCS). Get advice, make better decisions, get further, all with less worry and covered with a highly regulated protective umbrella.


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Financial Planning


A Few Common Questions
When considering any financial services you must remember that
  1. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
  2. The value of investments can fall as well as rise.  You may not get back what you invest.
  3. Venture Capital Trusts (VCTs) are high risk investments and there may be no market for the shares should you wish to dispose of them. You may lose your capital.
  4. Enterprise Investment Schemes (EIS) are very high risk investments. An EIS investment is usually concentrated in one single unquoted trading company. Often there is no market for the shares and it may therefore be very difficult to make a disposal. There is a strong possibility of the company failing.
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Our Clients Trust Us

We have a number of properties with different mortgages for each. Rickard Lazenby have been excellent at helping us managing these and ensure that we are always paying the best rates. Knowing that they are independent and able to offer other services if and when needed gives us peace of mind that they will continue to help us as our portfolio evolves.

Mr Bridges, Sussex

I approached Rickard Lazenby to help with my retirement planning. Everyone was easy to talk to and very knowledgeable, they explained everything clearly and made it seem much less daunting. I would happily recommend them and in fact, I have asked that they help with our daughter’s mortgages and finances too.

Mrs Morris, Kent

With a potentially complex and diverse portfolio to manage, we really struggled to find appropriate advice and guidance. Rickard Lazenby have provided excellent advice and explained things in a clear and friendly manner, we now feel much more confident and happier in our financial situation.

Mr and Mrs Wood

Our family is eternally grateful to Rickard Lazenby for sorting out my estate, allowing my wife and I to enjoy our retirement, safe in the knowledge that our childrens' futures are secure.

Paul Bosworth
Personal Customer

As a relatively small business, we didn't have the time or resources to really look after our workplace pension scheme. Rickard Lazenby now provide us continued support and guidance, so we can focus on our business.

Shenley Farms

Rickard Lazenby helped me plan and provision for my retirement. Their guidance and advice has given me back control of my finances.

T Stannard
Personal Customer