Lycetts Financial Services

Independent Clever Adviser

Lycetts Clever Adviser service aims to limit the extent of falls in a portfolio by monitoring funds against key criteria and replacing funds where necessary.

Clever Adviser uses up to 10 qualitative and quantitative measures of investment performance including volatility, risk rating, Alpha, Beta and Sharpe ratios. Each measure produces a prioritised and weighted score, which determines a fund for each sector.

Funds are measured monthly, and when a change is recommended, this is conveyed by email which requires a client response before a switch can be made. The underlying asset allocation between sectors is in line with Lycetts model portfolios.

For more details regarding our Clever Adviser service, do not hesitate to contact us today.

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

Newcastle

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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

Rebecca Smith 3

Rebecca Smith

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.

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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LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire