Lycetts Financial Services

Investment Strategies

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

The investment strategy part of the investment process is designed to ensure that the most suitable holdings are utilised.


Lycetts has four investment strategies core to its investment strategy: Risk Based Managed & Passive Funds, Lycetts Model Portfolios, Clever Adviser and Discretionary Fund Management. Lycetts believes it is not just the initial advice that is important. It is the ongoing advice and reviews that ensure investments remain suitable. We review asset and sector allocation, investment strategies and appropriate products.

Investment Strategy

Don’t hesitate to contact us if you would like further information about our various strategies for investing.

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.

Christopher Booth


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Our Investment Strategy Products

Lycetts offers five risk-based model portfolios, which have been structured to blend...

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Lycetts Clever Adviser service aims to limit the extent of falls in a portfolio by...

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A discretionary fund manager takes responsibility for making all decisions about...

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Lycetts provides access to a choice of risk related passive and active managed funds.

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Have you thought about...

Lycetts advisers use detailed knowledge of inheritance tax relief and exemptions to help...

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

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Lycetts has extensive experience in dealing with investors looking to take advantage of...

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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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Nick Straker 3

Nick Straker


Clayton Kopko 3

Clayton Kopko

Systems Manager

Andy Allan 3

Andrew Allan

Independent Financial Adviser

Ros Beddie 3

Ros Beddie

Pension Administrator

Sarah Yeoman 3

Sarah Yeoman

Para Planner

Lycetts Insights

Lycetts Insights provides updates on topical issues and key events.

Read more about developments both in insurance and at Lycetts.

Farmers warned to comply with fire insurance policy wording

July 21, 2017

Insurers are reacting to the number of claims due to fire which have devastated both bale stacks and the barns in which they are kept. As a result the terms of many fire insurance policies have changed with a greater onus on farmers to take steps to reduce the risk of fire. Failure to do this may result in an invalid claim.

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Lycetts at The Festival of Hunting 2017

July 9, 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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Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire