Private Clients

We consider ourselves unique in being a national, independently owned insurance and financial services group. Our independence means we are able to act in the best interests of every client, providing a flexible and tailored service that really meets their needs.

Financial Planning

We provide a bespoke service encompassing all aspects of your financial planning. We can help you to build, manage and protect your wealth according to your individual needs including:

  • Tax efficiency
  • Personal cash flow analysis and forecasting
  • Planning for retirement
  • Family protection
  • Education fees
  • Inheritance tax planning
  • Investment strategies

Our experienced financial planning team will ensure they understand your individual circumstances, needs and objectives, and agree your financial plan with you. We can regularly review your plan to ensure it continues to meet your financial goals and circumstances, and adjust as required.

 

Protection

When illness or injury affects everyday life, it can lead to devastating financial consequences for individuals and families. At Lucas Fettes & Partners we believe that protecting against an unexpected event is essential, and we offer a range of options to protect you, your family and your business.

Life assurance – to ensure that your dependents will be provided for, giving reassurance and security.

Income protection – giving peace of mind that if you are unable to work through illness or injury, your income is protected until you are able to return to work.

Critical illness cover – the provision of financial support to you when it’s needed most, as opposed to dependents and beneficiaries on death.

Private Medical Insurance – providing funds for immediate medical attention so investigation and treatment are performed promptly, at the hospital of your choice.

 

Pensions and retirement

We can work with you to build a pension and retirement plan that suits your financial circumstances and investment preferences, including your goals and ambitions for your future. From setting up a personal pension to accessing your pension benefits after age 55, our experienced team will support and advise you.

Download our pension benefits guide.

 

Investment and wealth management

Lucas Fettes & Partners provide a range of investment management solutions, from managed portfolios to fully bespoke discretionary fund management. We’ll take the time to understand your financial goals, attitude to risk and capacity for loss, and ensure your investment meets your needs.

 

Taxation and trusts

Taxation We are able to ensure that your financial affairs are arranged tax efficiently, taking advantage of mainstream tax advantaged arrangements and allowances. This can have a dramatic effect on the achievement of your financial goals.

Trusts We have experience in working with professionals and trustees to ensure that private trusts meet their intended objectives and are managed tax efficiently and in accordance with the objectives of the trust.

 

Insurance

 We specialise in providing tailored insurance solutions to clients who require a personalised service. We are able to provide a wide range of insurance covers including:

  • Buildings including period and thatched properties
  • Contents including antiques and fine art
  • Holiday homes both in the UK and abroad
  • Motor including classic cars
  • Yachts and motor boats
  • Private aviation
  • Investment properties including holiday lets
  • Travel
  • Equine and pets

 

Household insurance

We understand that with period properties, antiques and other high value items, it is important that your specific needs are catered for. In the event of a claim, we can ensure that a specialist undertakes the restoration, repair or replacement.

Our solutions include wide ranging cover and a claims service that allows you to use the suppliers and contractors that suit your needs. Many of the insurers we use will provide free valuations for buildings, contents and fine art.

We also understand that with the pressures and pace of modern life, it is sometimes easy to overlook security measures such as forgetting to set your alarm. We are able to arrange policies that are not subject to alarm conditions.

Lucas Fettes & Partners can also provide insurance for holiday homes, both in the UK and abroad.

 Motor insurance

We offer specialist motor insurance including for high performance vehicles and classic cars. Contact us to discuss your particular requirements.

 Travel insurance

We provide travel insurance, including cover for special circumstances. Contact us to discuss your particular requirements.

 

Find out more

To discuss your requirements, please call us on 020 7413 0999 or request a call back.

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