Lycetts Financial Services

We Know Investments

Lycetts provides robust, consistent and structured investment advice, based on each individual client’s attitude to risk and their personal investment preferences.

Investments can take many forms and choosing the right options for a personal investment strategy can seem like a complicated and confusing process. Lycetts personal finance experts have extensive experience of the investment market and routinely work in conjunction with investment managers and individuals to build successful investment portfolios and track performance.

 

Options include ISAs, Unit Trusts/OEICs (Open Ended Investment Companies), savings plans, trusts, onshore and offshore investment bonds as well as both personal and corporate pensions.

 

We assess our clients attitudes to investment risk and capacity for loss to structure our recommendations in order to achieve financial objectives. For independent investment advice, simply contact us today.

Past performance is no guarantee of future returns. Unit prices and the income derived from them can go down as well as up, and you may not necessarily get back the amount you originally invested.

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.

Chris Booth 3

Christopher Booth

Newcastle

"While some prefer to rely on a modest but guaranteed return from a savings account, others are more willing to risk higher returns by investing in stocks and shares. Whatever the approach, we arrange the best investment products on the market."

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Our Investment Advice Products

Please click here for the latest investment fund fact sheets for the Lycetts Model ...

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Junior ISAs became available to any child born on or after 3rd January 2011 and any child...

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Lycetts advises on the suitability of various alternative tax-efficient investments...

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The asset allocation between different investment sectors is a key factor for Lycetts in...

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Investment bonds are subject to a number of different taxation rules, compared to other...

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At the outset of the investment process a risk assessment is conducted by Lycetts...

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Attitude to risk and the term of the investment are considered by Lycetts when deciding on...

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Individual savings accounts (ISAs) are tax-free savings accounts, with expert advice ...

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Lycetts Wrap platforms allow different investments to be managed and held in one place.

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People take different approaches to risk in all areas of life from leisure pursuits...

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Have you thought about...

Here at Lycetts, we can help clients protect dependants against financial losses in the...

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Lycetts experts arrange bespoke critical illness cover to protect dependents in the...

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As independent financial advisers, Lycetts has access to the whole market to find the most...

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Lycetts Private Client insurance division is founded on unrivalled personal service and...

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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.

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