Lycetts Financial Services

Risk Based Managed Funds

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

The fund manager and provider will dictate how funds are managed and reviewed with all of our risk based managed funds, with funds having a strategic or tactical asset allocation depending on the client’s risk profile.

 

Be sure to get in touch to discuss our risk based managed funds in more detail.

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

Contact Christopher Contact The Team

*Required fields

*Required fields

Have you thought about...

With the right advice and application, trusts can help reduce inheritance tax liabilities...

read more

Lycetts advises clients who want to distribute assets as gifts as part of their...

read more

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

read more

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

read more

Our People

We provide our clients with more than just insurance solutions.

Our experienced staff understand your needs.

Previous Next
Simon Landale 3

Simon Landale

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Allison Spragg 3

Allison Spragg

Para Planner

Andy Allan 3

Andrew Allan

Independent Financial Adviser

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.

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.

read more

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...

read more

LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire