Lycetts Financial Services

Investment Strategies

Attitude to risk and the term of the investment are considered by Lycetts when deciding on the investment selection and strategy.

The investment strategy part of the investment process is designed to ensure that the most suitable holdings are utilised.


Lycetts has four investment strategies core to its investment strategy: Risk Based Managed & Passive Funds, Lycetts Model Portfolios, Clever Adviser and Discretionary Fund Management. Lycetts believes it is not just the initial advice that is important. It is the ongoing advice and reviews that ensure investments remain suitable. We review asset and sector allocation, investment strategies and appropriate products.

Investment Strategy

Don’t hesitate to contact us if you would like further information about our various strategies for investing.

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.

Contact our expert directly or alternatively complete your details below to contact the team.

Christopher Booth


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Our Investment Strategy Products

Lycetts offers five risk-based model portfolios, which have been structured to blend...

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Lycetts Clever Adviser service aims to limit the extent of falls in a portfolio by...

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A discretionary fund manager takes responsibility for making all decisions about...

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Lycetts provides access to a choice of risk related passive and active managed funds.

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Have you thought about...

Lycetts advisers use detailed knowledge of inheritance tax relief and exemptions to help...

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Here at Lycetts, we can help clients protect dependants against financial losses in the...

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Lycetts has extensive experience in dealing with investors looking to take advantage of...

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Lycetts Private Client insurance division is founded on unrivalled personal service and...

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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


Clayton Kopko 3

Clayton Kopko

Systems Manager

Chris Booth 3

Christopher Booth

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.


May 26, 2017

The thing about sports equipment and accessories is that we tend to buy things one at a time and do not always realise their accumulated value until it is too late. Underinsurance is therefore a significant risk.

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Key person insurance

May 22, 2017

According to research by Legal and General, 40 per cent of small businesses would cease trading within a year if they lost a key person. The smaller the business the more impact the loss of an individual will have. There are ways to mitigate such a loss and the most simple is Key Person Insurance (KPI - also known as key man...

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Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire