Lycetts Financial Services

Discretionary Fund Management

A discretionary fund manager takes responsibility for making all decisions about investment portfolios at their discretion and based on client requirements.

Lycetts arranges investments through a wide range of discretionary fund and asset managers, a service offered by professional investment managers who specialise in managing individual portfolios for private investors and trustees.

 

Discover more about our discretionary fund management strategies by getting in touch with us without delay.

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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Have you thought about...

If a business partner or shareholder dies or falls critically ill, Lycetts shareholder 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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Simon Landale 3

Simon Landale

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Ros Beddie 3

Ros Beddie

Pension Administrator

Sam Moore

Independent Financial Adviser

Sarah Yeoman 3

Sarah Yeoman

Para Planner

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