Lycetts Financial Services

Model Portfolios

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

These portfolios match clients’ attitudes to risk categories and are selected using Standard Life’s Quality and Choice range. They are then filtered further using the Financial Express Crown Rating, which identifies which funds have displayed superior performance based on stock picking, consistency and risk control.

Model Portfolios

To download the Lycetts Model Portfolio Funds factsheet click here.

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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Nick Straker 3

Nick Straker

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Jan Farnworth 3

Jan Farnworth

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.

To transfer or not? When it comes to Defined Benefit pension schemes, that is the question.

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.

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Personal Tax update for the 2017/2018 tax year

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...

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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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