Lycetts Financial Services

Executive Wealth Management

Lycetts helps company directors to make decisions about their private investments and wealth management.

Companies offering executive wealth management services provide valuable support to senior staff in safeguarding family interests through tailored and tax efficient investments, pensions, inheritance tax planning and specialist forms of insurance cover.

 

Making decisions about how to invest private wealth, or make provisions for an estate, can be daunting and time consuming. At Lycetts, we understand the intricacies of wealth management, based on our knowledge of the tax, legal and regulatory environment, and our vast experience of advising private individuals on their asset management and tax liabilities.

 

Therefore, get in touch and one of our professional advisers will help point you in the direction of the executive wealth management services best for your business.

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.

Simon Landale

Newcastle

Contact Simon 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

Ros Beddie 3

Ros Beddie

Pension Administrator

Sam Moore

Independent Financial Adviser

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.

Lycetts to attend Croft Farms Open Day

June 27, 2017

Lycetts will be attending the Croft Farms Open Day at Croft-on-Tees on 29th June. Sharing innovation in variety management, crop protection, farming systems, soil management, precision farming and business strategy this will be an informative day for everyone interested in developing their knowledge of new farming practices.

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Lycetts at The Festival of Hunting 2017

June 26, 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