Lycetts Financial Services

We Know About Corporate Levels of Service

Our financial services team at Lycetts offers three levels of investment services for businesses:

Bespoke, Advice and Reactive.

Bespoke Service

  • Annual review meeting and schedules
  • Annual employee presentation
  • Salary exchange schemes
  • Company employee benefits review
  • Key person/shareholder insurance review
  • Priority response to all email and telephone calls
  • E-news updates, if we hold your email address
  • Tax year-end guide
  • Maintaining records and compliance obligations

 

Advice Service

  • Review meeting when required
  • Annual review schedule
  • E-news updates, if we hold your email address
  • Annual tax tables
  • Maintaining records and compliance obligations

 

Reactive Service

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

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.

Hugo Cannon

Edinburgh

Contact Hugo Contact The Team

*Required fields

*Required fields

Have you thought about...

An attractive employee benefits package can enhance an employer's value, helping to...

read more

In today's knowledge economy, businesses need to look after their best people, as well as...

read more

By putting an individual’s requirements at the forefront of the pension planning process...

read more

With our life cover plans, Lycetts can help clients plan for the future of loved ones...

read more

Our People

We provide our clients with more than just insurance solutions.

Our experienced staff understand your needs.

Previous Next
Nick Straker 3

Nick Straker

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.

read more

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.

read more

LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire