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

Sam Moore

London

Contact Sam Contact The Team

Get in touch

For more information about our products and services or to speak to one of our team about your individual requirements do contact one of our experts directly or complete your details below to contact the team and we will respond to you directly.

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