Investments can take many forms and choosing the right options for a personal investment strategy can seem like a complicated and confusing process. Lycetts personal finance experts have extensive experience of the investment market and routinely work in conjunction with investment managers and individuals to build successful investment portfolios and track performance.
Options include ISAs, Unit Trusts/OEICs (Open Ended Investment Companies), savings plans, trusts, onshore and offshore investment bonds as well as both personal and corporate pensions.
We assess our clients attitudes to investment risk and capacity for loss to structure our recommendations in order to achieve financial objectives. For independent investment advice, simply contact us today.
Past performance is no guarantee of future returns. Unit prices and the income derived from them can go down as well as up, and you may not necessarily get back the amount you originally invested.
Please click here for the latest investment fund fact sheets for the Lycetts Model ...read more
Junior ISAs became available to any child born on or after 3rd January 2011 and any child...read more
Lycetts advises on the suitability of various alternative tax-efficient investments...read more
The asset allocation between different investment sectors is a key factor for Lycetts in...read more
Investment bonds are subject to a number of different taxation rules, compared to other...read more
At the outset of the investment process a risk assessment is conducted by Lycetts...read more
Attitude to risk and the term of the investment are considered by Lycetts when deciding on...read more
Individual savings accounts (ISAs) are tax-free savings accounts, with expert advice ...read more
Lycetts Wrap platforms allow different investments to be managed and held in one place.read more
Here at Lycetts, we can help clients protect dependants against financial losses in the...read more
Lycetts experts arrange bespoke critical illness cover to protect dependents in the...read more
As independent financial advisers, Lycetts has access to the whole market to find the most...read more
Our experienced staff understand your needs.
Read more about developments both in insurance and at Lycetts.
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.read more
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...read more