Bevic Marketing & PR Case Study:
Driving Growth Through Strategic Marketing
Client: Lazenby's Financial Services
Industry: Finance, Pensions & Investments
Services: Social Media Marketing, PR, SEO Development, News Outlet Outreach, Award Recognition
The Challenge
Lazenby's Financial Services is a family-run financial planning business with a strong reputation for delivering trusted advice to its clients.
As the business looked to expand its team, increase brand awareness and attract more professionals and business owners, the directors recognised they needed a consistent marketing strategy. Rather than employing an in-house Marketing Manager, they partnered with Bevic Marketing Services to provide ongoing outsourced marketing and PR support.
The Solution
Bevic Marketing Services developed and continues to deliver an integrated marketing and PR strategy designed to raise the profile of Lazenby's Financial Services, strengthen its brand and support long-term business growth.
Rather than simply delivering marketing campaigns, Bevic acts as an outsourced marketing department, working closely with the directors to identify opportunities, develop new ideas and ensure marketing consistently supports wider business objectives. This gives the business access to strategic marketing expertise without the cost of employing an in-house Marketing Manager.
Becoming an Extension of the Team
Over the last two years, Bevic has become an integral part of the Lazenby's team, providing strategic direction alongside day-to-day marketing delivery.
Acting as a trusted sounding board, Bevic supports business decisions relating to marketing investment, advertising opportunities and brand development, ensuring every activity contributes towards the company's growth objectives.
Support has included:
Hosting a bespoke customer journey workshop for the team.
Advising on advertising opportunities and marketing investment.
Managing paid digital marketing campaigns.
Supporting the ongoing development of the website to improve SEO performance.
Acting as the company's external press office, responding quickly to media opportunities and journalist requests.
Raising the Profile
A key objective of the partnership has been to position Lazenby's as one of Yorkshire's leading independent financial advice firms.
Through an ongoing PR strategy, Managing Director Alan Lazenby has become an established thought leader, securing regular opinion pieces in the Yorkshire Post alongside features in Money Marketing, Yorkshire Life, The Yorkshire Times, Topic UK, Harrogate Advertiser and UK News Group. Alan has also provided expert financial commentary for BBC Radio.
Bevic also identified an opportunity to differentiate Lazenby's from traditional financial advisers by connecting financial wellbeing with personal wellbeing. This insight led to the launch of the Wealth & Health campaign and a quarterly networking event series, creating valuable partnerships with local health and wellbeing organisations while positioning the business at the centre of wider conversations around financial wellbeing.
The proactive PR approach also includes monitoring reactive media opportunities, enabling Lazenby's to provide expert commentary for national publications including the i, The Independent and The Guardian.
Award recognition has formed another important element of the strategy. Bevic identifies relevant award opportunities, writes submissions and manages the process, helping further strengthen the firm's credibility and reputation.
Award successes include:
Prestige Awards – Winner (2024-2025 & 2025-2026)
Yorkshire Financial Awards – Finalist (2026)
Professional Adviser Awards – Finalist (2025)
Raising the Profile
A key objective of the partnership has been to position Lazenby's as one of Yorkshire's leading independent financial advice firms.
Through an ongoing PR strategy, Managing Director Alan Lazenby has become an established thought leader, securing regular opinion pieces in the Yorkshire Post alongside features in Money Marketing, Yorkshire Life, The Yorkshire Times, Topic UK, Harrogate Advertiser and UK News Group. Alan has also provided expert financial commentary for BBC Radio.
Bevic also identified an opportunity to differentiate Lazenby's from traditional financial advisers by connecting financial wellbeing with personal wellbeing. This insight led to the launch of the Wealth & Health campaign and a quarterly networking event series, creating valuable partnerships with local health and wellbeing organisations while positioning the business at the centre of wider conversations around financial wellbeing.
The proactive PR approach also includes monitoring reactive media opportunities, enabling Lazenby's to provide expert commentary for national publications including the i, The Independent and The Guardian.
Award recognition has formed another important element of the strategy. Bevic identifies relevant award opportunities, writes submissions and manages the process, helping further strengthen the firm's credibility and reputation.
Award successes include:
Prestige Awards – Winner (2024-2025 & 2025-2026)
Yorkshire Financial Awards – Finalist (2026)
Professional Adviser Awards – Finalist (2025)
Building a Stronger Brand
Alongside PR activity, Bevic has developed a consistent and recognisable brand presence across multiple marketing channels.
Brand imagery has been refined to create a professional, consistent visual identity across social media, blogs and marketing campaigns.
A structured content strategy has established a regular presence on LinkedIn while growing engagement across Facebook through a mixture of educational content, topical commentary, team profiles and business updates.
Video templates have also been introduced to showcase the expertise of the advisers, leading to the development of a dedicated YouTube presence and providing additional opportunities to share valuable financial insight.
Supporting Continuous Business Growth
Marketing isn't treated as a series of one-off campaigns. Throughout the partnership, Bevic continually reviews performance, identifies new opportunities and introduces fresh initiatives that keep the business visible, relevant and competitive.
This proactive approach includes:
Identifying new PR opportunities.
Launching new video content.
Continually evolving the brand identity.
Improving SEO through ongoing website development.
Developing innovative campaigns such as Wealth & Health.
Creating new networking opportunities.
Responding rapidly to journalist requests.
Recommending award opportunities.
Managing paid digital campaigns.
Producing seasonal and topical content throughout the year.
By continually reviewing results and identifying new opportunities, marketing remains aligned with the wider goals of the business rather than simply maintaining a presence.
The Results
Over the course of the partnership, Bevic has become a trusted extension of the Lazenby's team, delivering both strategic marketing leadership and consistent execution.
The partnership has delivered:
Significant growth in brand awareness across Yorkshire and nationally.
Regular regional and national media coverage.
Multiple award wins and finalist positions, strengthening the firm's reputation.
New client enquiries generated directly through marketing activity.
A proactive outsourced marketing partner continually identifying new opportunities to support business growth.
Increased social media reach, engagement and audience growth.
A recognised thought leadership profile for Managing Director Alan Lazenby.
A consistent pipeline of PR, website and social media content without placing additional pressure on internal staff.
Improved online visibility through ongoing SEO development, blogs and brand mentions.
Conclusion
The partnership between Lazenby's Financial Services and Bevic Marketing Services demonstrates the value of having an outsourced marketing team that is fully embedded within the business.
Rather than simply delivering campaigns, Bevic provides strategic thinking, proactive ideas and consistent implementation, ensuring marketing continues to evolve alongside the business. This allows the directors to remain focused on delivering exceptional service to their clients, confident that their marketing is being continually developed by a trusted partner committed to supporting long-term growth.
Vicky has helped Lazenby's Financial Services secure excellent PR opportunities, producing high-quality op-ed articles that have been featured in local newspapers and publications. She has also played a significant role in supporting our award applications, helping us become finalists in the majority of awards we have entered and contributing to us winning two awards.
Her marketing expertise extends far beyond PR. Vicky creates professional, eye-catching graphics for our LinkedIn marketing, regularly supports us with our website strategy through monthly meetings with our website provider, and has been instrumental in helping us organise our Wealth and Wellbeing events and other business events.
Nothing is ever too much trouble, and Vicky consistently goes above and beyond. She has even offered to facilitate a team workshop for us next month. There seems to be no end to her talents when it comes to PR, marketing, events, and business development.
If you are looking for someone who genuinely cares about helping your business grow and succeed, I would highly recommend Vicky and Bevic Marketing.
Dee Lazenby
Lazenby's Financial Services
2026
We'd love to hear from you.
If you'd like an informal chat or fancy meeting for a cuppa and to discuss how Bevic could help your business with outsourced marketing and communications support, don't hesitate to get in touch.
We're happy to answer any questions, and go through our services and experience in further detail.
Tel: 07748 102695 or 0113 2100884
Email: Vicky@bevic.co.uk