Lycetts Financial Services

We Know About Personal Levels of Service

Lycetts Financial Services offers three levels of service: Bespoke, Advice and Reactive.

Bespoke Service:

  • Annual review meeting
  • Annual review schedule
  • Annual risk assessment
  • Annual portfolio rebalance
  • Twice yearly valuations
  • Monthly email fund update (Clever Adviser)
  • Priority response to all email and telephone calls
  • Access to adviser and technical experts as and when required
  • Online valuations, if required and available
  • E-news updates, if we hold your email address
  • Tax year-end guide
  • Annual tax tables
  • Invitation to events

 

Advice Service:

  • Review meeting when required
  • Annual review schedule
  • Access to adviser and administrator support as and when required
  • E-news updates, if we hold your email address
  • Annual tax tables

 

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.

Sam Moore

London

Contact Sam 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

Chris Booth 3

Christopher Booth

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.

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