Lycetts Financial Services

We Know About Personal Levels of Service

Lycetts Financial Services offers three levels of service: Bespoke, Advice and Reactive.

Bespoke Service:

  • Annual review meeting
  • Annual review schedule
  • Annual risk assessment
  • Annual portfolio rebalance
  • Twice yearly valuations
  • Monthly email fund update (Clever Adviser)
  • Priority response to all email and telephone calls
  • Access to adviser and technical experts as and when required
  • Online valuations, if required and available
  • E-news updates, if we hold your email address
  • Tax year-end guide
  • Annual tax tables
  • Invitation to events

 

Advice Service:

  • Review meeting when required
  • Annual review schedule
  • Access to adviser and administrator support as and when required
  • E-news updates, if we hold your email address
  • Annual tax tables

 

Reactive Service:

  • Advice when requested
  • Maintaining records and compliance obligations
  • E-news updates, if we hold your email address

Sam Moore

London

Contact Sam 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

Hugo Cannon 3

Hugo Cannon

Independent Financial Adviser

Louise Fairlamb 3

Louise Fairlamb

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.

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.

read more

March 2017 Budget

March 29, 2017

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

read more

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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