Lycetts Financial Services

We Know About Cash Investment

Our cash investment service here at Lycetts is a transparent service which aims to generate enhanced returns for our clients through professional and active cash management.

The main features of our service are:

 

• Availability: Ideal for individual, corporate, trust, charitable, pension and court of protection monies.

• Portfolio Construction: You set the parameters within which we will optimise a portfolio. For example, term, risk profile, amount, availability, etc.

• Ongoing Monitoring: We monitor rates to ensure they remain competitive and you can view your accounts online via our portal.

• Review: If a materially better rate becomes available, we will inform you and reset your account, if possible.

• Security: We access each institution directly and are able to maximise FSCS protection of £85,000 per individual (£170,000 per couple). Lycetts does not handle clients’ money. You are invested directly with the institutions.

• Access: We review the accounts of a wide range of institutions, both onshore and offshore.