Lycetts Financial Services

Executive Wealth Management

Lycetts helps company directors to make decisions about their private investments and wealth management.

Companies offering executive wealth management services provide valuable support to senior staff in safeguarding family interests through tailored and tax efficient investments, pensions, inheritance tax planning and specialist forms of insurance cover.

 

Making decisions about how to invest private wealth, or make provisions for an estate, can be daunting and time consuming. At Lycetts, we understand the intricacies of wealth management, based on our knowledge of the tax, legal and regulatory environment, and our vast experience of advising private individuals on their asset management and tax liabilities.

 

Therefore, get in touch and one of our professional advisers will help point you in the direction of the executive wealth management services best for your business.

Simon Landale

Newcastle

Contact Simon 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

Ros Beddie 3

Ros Beddie

Pension Administrator

Hugo Cannon 3

Hugo Cannon

Independent Financial Adviser

Kelly Morton 3

Kelly Morton

Para Planner

Lycetts Insights

Lycetts Insights provides updates on topical issues and key events.

Read more about developments both in insurance and at Lycetts.

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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Online Email fraud targeted at art and property transactions

May 18, 2017

High value financial transactions in the art and property world are being targeted by sophisticated hackers and cyber criminals. The amounts of money involved make this email fraud an attractive scam and the lack of cyber awareness of potential victims makes them comparatively easy targets.

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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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