Lycetts Financial Services

We Know The Personal Investment Advice Process

Here at Lycetts, we need to get to know individuals to understand their financial objectives and priorities. In order to achieve this, we establish a personal investment advice process and review this on a regular basis.

Financial services is complex, so our aim is to make the process as simple and effective as possible to provide a value added service.

Adviser

Consultation & Recommendation

  • Establish objectives and expectations
  • Define adviser and Lycetts capabilities
  • Agree terms of business and adviser charges
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Adviser

Consultation & Recommendation

  • Identify key facts (assets/income etc)
  • Agree financial objectives and priorities
  • Establish attitude to risk
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Administrator

Consultation & Recommendation

  • Collate information
  • Obtain valuations
  • Assess adequacy of existing plans
  • Review risk profile and current investments
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Administrator

Implementation

  • Idenitify appropriate solutions
  • Obtain quotations
  • Detail assumptions made
  • Confirm sustainability of proposal solutions
  • Check compliance
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Adviser

Implementation

  • Deliver financial plan and recommendations
  • Check assumptions and priorities
  • Complete paperwork
  • Agree servicing strategy
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Administrator

Implementation

  • Initiate application process
  • Manage process to completion
  • Update records
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Administrator

Ongoing Advice & Service

  • Review financial plan on agreed basis and prepare valuations
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Adviser

Ongoing Advice & Service

  • Ongoing advice, management and reviews
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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.

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

Hugo Cannon 3

Hugo Cannon

Independent Financial Adviser

Kelly Morton 3

Kelly Morton

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.

Emily Young joins Lycetts Financial Services

June 23, 2017

Northumberland-based Emily Young is taking up a new appointment with Lycetts Financial Services, joining our Newcastle office as a financial advisor and will specialise in life and protection insurance.

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Lycetts at The Festival of Hunting 2017

June 14, 2017

Lycetts is the headline sponsor for the 2017 Festival of Hunting for the second year running as part of our ongoing partnership with the East of England Agricultural Society who organise this prestigious event in the hunting calendar.

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LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire