Lycetts Financial Services

Independent Clever Adviser

Lycetts Clever Adviser service aims to limit the extent of falls in a portfolio by monitoring funds against key criteria and replacing funds where necessary.

Clever Adviser uses up to 10 qualitative and quantitative measures of investment performance including volatility, risk rating, Alpha, Beta and Sharpe ratios. Each measure produces a prioritised and weighted score, which determines a fund for each sector.

Funds are measured monthly, and when a change is recommended, this is conveyed by email which requires a client response before a switch can be made. The underlying asset allocation between sectors is in line with Lycetts model portfolios.

For more details regarding our Clever Adviser service, do not hesitate to contact us today.

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

Newcastle

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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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Lycetts Insights

Lycetts Insights provides updates on topical issues and key events.

Read more about developments both in insurance and at Lycetts.

HI TECH SPORTS EQUIPMENT AND THE RISK OF UNDERINSURANCE

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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LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire