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

Hugo Cannon

Edinburgh

Contact Hugo Contact The Team

Have you thought about...

An attractive employee benefits package can enhance an employer's value, helping to...

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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

Chris Booth 3

Christopher Booth

Independent Financial Adviser

Ros Beddie 3

Ros Beddie

Pension Administrator

Allison Spragg 3

Allison Spragg

Para Planner

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.

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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.

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