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

*Required fields

*Required fields

Have you thought about...

Lycetts provides robust, consistent and structured investment advice...

read more

Lycetts inheritance tax planning services help clients understand their inheritance tax...

read more

An attractive employee benefits package can enhance an employer's value, helping to...

read more

In today's knowledge economy, businesses need to look after their best people, as well as...

read more

Our People

We provide our clients with more than just insurance solutions.

Our experienced staff understand your needs.

Previous Next
Simon Landale 3

Simon Landale

Director

Clayton Kopko 3

Clayton Kopko

Systems Manager

Jan Farnworth 3

Jan Farnworth

Independent Financial Adviser

Ros Beddie 3

Ros Beddie

Pension Administrator

Michael Ferguson

Para Planner

Lycetts Insights

Lycetts Insights provides updates on topical issues and key events.

Read more about developments both in insurance and at Lycetts.

Horse mortality: when do horses die?

October 19, 2017

Our clients don’t often ask us ‘when do horses die’ but as specialist equine insurance brokers dealing with horse mortality cases we do have some insight into this.

read more

Fatalities in agriculture and the process of risk assessment

October 18, 2017

The fatal injury rate in agriculture is 18 times higher than average. In total 30 people were killed on British farms in the past year. HSE research shows that hazards include contact with electricity (10 per cent), injury by an animal (7 per cent) and falling from a height (7 per cent).

read more

LYCETTS LOCATIONS

Our Offices

  • Newcastle

  • Edinburgh

  • Exeter

  • London

  • Marlborough

  • Newmarket

  • Norfolk

  • Oxford

  • Shropshire

  • Surrey

  • Sussex

  • Yorkshire