Lycetts Financial Services

We Know The Corporate Investment Advice Process

Here at Lycetts, we have a key aim to get to know businesses in order to understand their financial objectives and priorities. We establish a financial plan and review this on a regular basis in order to achieve this goal.

As financial services is complex, our aim is to make the corporate investment advice process as simple and effective as possible so to provide a value added service.

Adviser

Consultation & Recommendation

  • Establish objectives and expectations
  • Define adviser and Lycetts capabilities
  • Agree terms of business and adviser charges
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Adviser

Consultation & Recommendation

  • Identify key facts (assets/income etc)
  • Agree financial objectives and priorities
  • Establish attitude to risk
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Administrator

Consultation & Recommendation

  • Collate information
  • Assess the sustainability of existing plans/schemes
  • Conduct a costs benefits analysis on existing poilicies
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Administrator

Implementation

  • Identify appropriate solutions
  • Obtain Quotations
  • Detail assumptions made
  • Confirm sustainability of proposal solutions
  • Check compliance
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Adviser

Implementation

  • Deliver financial plan and recommendations
  • Check assumptions and priorities
  • Complete paperwork
  • Agree servicing strategy
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Administrator

Implementation

  • Initiate application process
  • Manage process to completion
  • Update records
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Administrator

Ongoing Advice & Service

  • Review on an agreed basis
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Adviser

Ongoing Advice & Service

  • Ongoing advice, management and reviews
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Simon Landale

Newcastle

Contact Simon Contact The Team

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Our People

We provide our clients with more than just insurance solutions.

Our experienced staff understand your needs.

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Simon Landale 3

Simon Landale

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Allison Spragg 3

Allison Spragg

Para Planner

Jan Farnworth 3

Jan Farnworth

Independent Financial Adviser

Ros Beddie 3

Ros Beddie

Pension Administrator

Lycetts Insights

Lycetts Insights provides updates on topical issues and key events.

Read more about developments both in insurance and at Lycetts.

Responsibility and timing: how the new Insurance Act affects land agents

April 11, 2017

Land agents should be aware of their responsibility for providing complete information for the insurer. The detail now required also means it may take longer to turn around quotes.

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March 2017 Budget

March 29, 2017

Detailed below are the main talking points from a financial planning perspective and Lycetts commentary where appropriate:

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LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire

Get in touch

We’ve offices located all across the United Kingdom

And we’re always available for you by telephone or email whenever and wherever you need us.

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