Lucas Fettes are an Independent Financial Adviser, authorised and regulated by the Financial Services Authority.
Our style is marked by a creative and personal approach to solving the often complicated needs of our clients, we pride ourselves in helping to clearly identify their own goals and objectives and then present a solution to meet their precise needs. Our services include:
Personal Financial Planning - Family protection, retirement strategies, cash flow forecasting, family wealth preservation and tax efficiency.
Employee benefits - Research, consultancy and expert advice to employers on workplace financial provision and communication strategies.
Corporate Financial Planning - Business succession, key person and shareholder/partnership protection, Director /Partner remuneration strategies and Final Salary Scheme advice.
Services to trustees - Determining trustees objectives and requirements whilst meeting the requirements of the Trustees Act 2000.
Wealth Management & Investments - Delivering an investment strategy that meets your agreed objectives and gives you a large degree of personal choice
Our reputation has been achieved by putting our clients' needs first and working together we deliver unbiased objective advice on the whole range of solutions available. No two clients' needs are exactly the same. Whether you require a full review of your company pension scheme, an analysis of your Inheritance Tax planning strategy, have a lump sum to invest or need the most straight forward of life assurance policies, we can help.
