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

Contact Christopher Contact The Team

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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

Chris Booth 3

Christopher Booth

Independent Financial Adviser

Ros Beddie 3

Ros Beddie

Pension Administrator

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.

Responsibility and timing: how the new Insurance Act affects land agents

April 11, 2017

Land agents should be aware of their responsibility for providing complete information for the insurer. The detail now required also means it may take longer to turn around quotes.

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March 2017 Budget

March 29, 2017

Detailed below are the main talking points from a financial planning perspective and Lycetts commentary where appropriate:

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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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