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

Sam Moore

London

Contact Sam Contact The Team

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For more information about our products and services or to speak to one of our team about your individual requirements do contact one of our experts directly or complete your details below to contact the team and we will respond to you directly.

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