Lycetts Financial Services

We Know The Personal Investment Advice Process

Here at Lycetts, we need to get to know individuals to understand their financial objectives and priorities. In order to achieve this, we establish a personal investment advice process and review this on a regular basis.

Financial services is complex, so our aim is to make the process as simple and effective as possible 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
Arrow

Adviser

Consultation & Recommendation

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

Administrator

Consultation & Recommendation

  • Collate information
  • Obtain valuations
  • Assess adequacy of existing plans
  • Review risk profile and current investments
Arrow

Administrator

Implementation

  • Idenitify appropriate solutions
  • Obtain quotations
  • Detail assumptions made
  • Confirm sustainability of proposal solutions
  • Check compliance
Arrow

Adviser

Implementation

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

Administrator

Implementation

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

Administrator

Ongoing Advice & Service

  • Review financial plan on agreed basis and prepare valuations
Arrow

Adviser

Ongoing Advice & Service

  • Ongoing advice, management and reviews
Arrow

Simon Landale

Newcastle

Contact Simon Contact The Team

Have you thought about...

As independent financial advisers, Lycetts has access to the whole market to find the most...

read more

Here at Lycetts, we can help clients protect dependants against financial losses in the...

read more

Lycetts experts arrange bespoke critical illness cover to protect dependents in the...

read more

Lycetts personal protection experts guide you through the best available income...

read more

Our People

We provide our clients with more than just insurance solutions.

Our experienced staff understand your needs.

Previous Next
Simon Landale 3

Simon Landale

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Rebecca Smith 3

Rebecca Smith

Para Planner

Ros Beddie 3

Ros Beddie

Pension Administrator

Andy Allan 3

Andrew Allan

Independent Financial Adviser

Lycetts Insights

Lycetts Insights provides updates on topical issues and key events.

Read more about developments both in insurance and at Lycetts.

Lycetts Sponsors Belton International Horse Trials for fifth year running

March 21, 2017

For the fifth year running Lycetts will be the headline sponsor for the Grantham Cup at the Belton International Horse Trials in Lincolnshire 31st March – 2nd April 2017. This continues our ten year association with the eventing world, having previously sponsored the Young Horse Championship for five years.

read more

Lycetts hands over £4,000 to conservation charity Tusk

March 7, 2017

Last year Lycetts joined forces with conservation charity Tusk and distinguished wildlife artist Hamish Mackie to raise money to help support the continued fight for wildlife protection in Africa.

read more

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.

*Required fields