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

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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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Nick Straker 3

Nick Straker

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Irene Patterson 3

Irene Patterson

Para Planner

Ros Beddie 3

Ros Beddie

Pension Administrator

Sam Moore

Independent Financial Adviser

Lycetts Insights

Lycetts Insights provides updates on topical issues and key events.

Read more about developments both in insurance and at Lycetts.

Insurance cover for the arboricultural and forestry industries

August 18, 2017

Tree surgery and forestry are high risk occupations. This is mainly due to the use of potentially dangerous and powerful equipment combined with the need to work several metres from the ground. With the risk of injury high, the major challenge when dealing with insurance for the arboricultural and forestry industries is the issue of...

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Farm diversification boosts incomes

August 15, 2017

With agricultural incomes in decline and doubts about the future of subsidies, land managers are increasingly looking to farm diversification to generate revenue. Statistics from the Department for Environment, Food and Rural Affairs (Defra) show that one quarter of all farming businesses taking this route earned more money from...

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LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire