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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In today's knowledge economy, businesses need to look after their best people, as well as...

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By putting an individual’s requirements at the forefront of the pension planning process...

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With our life cover plans, Lycetts can help clients plan for the future of loved ones...

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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

Hugo Cannon 3

Hugo Cannon

Independent Financial Adviser

Rebecca Smith 3

Rebecca Smith

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.

Responsibility and timing: how the new Insurance Act affects land agents

April 11, 2017

Land agents should be aware of their responsibility for providing complete information for the insurer. The detail now required also means it may take longer to turn around quotes.

read more

March 2017 Budget

March 29, 2017

Detailed below are the main talking points from a financial planning perspective and Lycetts commentary where appropriate:

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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