Lycetts Financial Services

We Know About Cash Investment

Our cash investment service here at Lycetts is a transparent service which aims to generate enhanced returns for our clients through professional and active cash management.

The main features of our service are:

 

• Availability: Ideal for individual, corporate, trust, charitable, pension and court of protection monies.

• Portfolio Construction: You set the parameters within which we will optimise a portfolio. For example, term, risk profile, amount, availability, etc.

• Ongoing Monitoring: We monitor rates to ensure they remain competitive and you can view your accounts online via our portal.

• Review: If a materially better rate becomes available, we will inform you and reset your account, if possible.

• Security: We access each institution directly and are able to maximise FSCS protection of £85,000 per individual (£170,000 per couple). Lycetts does not handle clients’ money. You are invested directly with the institutions.

• Access: We review the accounts of a wide range of institutions, both onshore and offshore.

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

Chris Booth 3

Christopher Booth

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