Lycetts Financial Services

We Know About Corporate Levels of Service

Our financial services team at Lycetts offers three levels of investment services for businesses:

Bespoke, Advice and Reactive.

Bespoke Service

  • Annual review meeting and schedules
  • Annual employee presentation
  • Salary exchange schemes
  • Company employee benefits review
  • Key person/shareholder insurance review
  • Priority response to all email and telephone calls
  • E-news updates, if we hold your email address
  • Tax year-end guide
  • Maintaining records and compliance obligations

 

Advice Service

  • Review meeting when required
  • Annual review schedule
  • E-news updates, if we hold your email address
  • Annual tax tables
  • Maintaining records and compliance obligations

 

Reactive Service

  • Advice when requested
  • Maintaining records and compliance obligations
  • E-news updates, if we hold your email address