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.

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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Nick Straker 3

Nick Straker

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Jan Farnworth 3

Jan Farnworth

Independent Financial Adviser

Louise Fairlamb 3

Louise Fairlamb

Para Planner

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.

To transfer or not? When it comes to Defined Benefit pension schemes, that is the question.

February 2, 2017

Defined Benefit (DB) Pensions are the Rolls Royce of pensions. These gold-plated pensions give a defined level of inflation-proofed income in retirement. However, like a Rolls Royce they are very expensive, which is why most employers no longer offer them to new employees.

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Personal Tax update for the 2017/2018 tax year

January 25, 2017

Compared to George Osborne’s statements and budgets in 2015 the new Chancellor had few surprises in last year’s Autumn Statement for investors and savers. The most noteworthy changes are to Income Tax thresholds, a new enhanced Residence Nil Band tax rate and new Lifetime ISAs, all of which come into effect in the tax year...

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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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