RICKARD LAZENBY FINANCIAL SERVICES
Do you need to sort out your finances? If you have recently had a significant event affect your financial position or if you simply lead a busy and complex lifestyle then we can help.
The financial services industry is broad and far reaching. As Independent Advisers we can help you navigate the many financial products and services on offer in a professional, thorough and efficient way. We provide advice and planning for:
- pensions and retirement
- savings and investments
- wealth management
- tax and inheritance and more
We can deal with Financial Institutions in the UK and offshore.
What will happen when I see a financial planner?
At Rickard Lazenby, we aim to develop long-term, highly personalised relationships that are founded on integrity and trust with all our clients.
First we will explain our services and costs, then we will clarify your personal details and current financial situation, and find out what type of financial services you are looking for.
The next stage is the research. We will explore your objectives and requirements to understand fully your situation. We will then identify all the areas in which we can offer assistance and improve your financial position. A good financial plan must carefully consider all of the options.
Following our in-depth analysis we will meet with you again to discuss our recommendations. With your approval we can implement the plan and our service to you will continue with regular monitoring and reviews to ensure the best outcome is always achievable.
Like other professionals we charge a fee for our services which we will clearly explain to you before we do any chargeable work or advice. If we do receive any commission we will disclose it to you and adjust our fee accordingly.
We do not believe in website sales – financial planning is too important and personal. We are more than happy to discuss your requirements in person or by telephone and will provide you with an accurate quote and initial information free of charge.click here to view our financial services
Rickard Lazenby Financial Services Limited is authorised and regulated by The Financial Conduct Authority.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk