Lucas Fettes and Partners - financial

Personal Insurances

Bernie Bowers — Wed, 23 Aug 2006 15:57:36 +0100

When illness or injury affects everyday life it can lead to devastating financial consequences for individuals and their families.

Providing financial support for your family when they need it most or protecting income when you are unable to work can provide peace of mind to all.

Financial Planning

Bernie Bowers — Wed, 23 Aug 2006 15:56:33 +0100

As financial needs change throughout life, it is essential to recognise that any financial provisions made earlier in life may affect your financial position and security in the future.

We believe that by understanding your short and long term financial goals we are able to manage and advise on all financial affairs, not by prescribing products, but by offering a long term and professional service.

Lifetime Financial Planning

Bernie Bowers — Wed, 23 Aug 2006 15:55:05 +0100

Your financial plans are as unique as you are….

Lucas Fettes is able to offer a bespoke financial planning service encompassing all aspects of your financial planning needs. Our services will help you to build, manage and protect your wealth according to your individual needs and includes:

Employee Benefits

Bernie Bowers — Wed, 23 Aug 2006 15:47:42 +0100

A fresh approach to Employee Benefits

A flexible approach to suit your requirements

Mortgage Expertise

Lucas Fettes — Thu, 27 Jul 2006 09:52:43 +0100

As part of our extensive independent financial services, Lucas Fettes & Partners can offer a wide range of mortgage expertise spanning a multitude of purchase options.

Whether clients require a fixed, capped, tracker or discounted variable rate, we have specialists who are able to provide guidance through the labyrinth of different mortgages, to find the most suitable available.

Introduction to Financial Services

Lucas Fettes — Mon, 5 Jun 2006 16:00:08 +0100

Lucas Fettes is a leading supplier of financial services to the professional community. We are an Independent Financial Adviser regulated by the Financial Services Authority. Whether we are dealing with a multi-national company, or an individual, we aim to develop a relationship with our clients which engenders confidence, trust and the knowledge that they will attain the best value for money and the right solutions for their needs.

WORKPLACE PENSIONS ARENA SEMINAR

Matthew Skipper — Wed, 3 Feb 2010 13:46:00 +0000

On 18th March 2010, as part of a working collaboration between the UEA and Lucas Fettes & Partners to research the provision of workplace benefits, a workplace pension’s debate was held at the UEA’s newly established London Business School. Speakers represented a cross section of stakeholders including employers, employees, the TUC and the DWP.

Workplace Pensions Arena

Matthew Skipper — Wed, 3 Feb 2010 12:24:12 +0000

Pensions Act 2008

Matthew Skipper — Wed, 17 Dec 2008 10:08:05 +0000

Compulsory pension provision.

The pensions Act 2008 has finally received Royal Assent, and now paves the way for a new Government sponsored pension scheme.

2008 Budget statement on Pensions

Matthew Skipper — Fri, 12 Dec 2008 11:03:09 +0000

Lifetime and Annual Allowance

The Lifetime allowance which sets a limit on the level of pension savings which can accrue free of any tax implications was initially set at £1.5m in April 2006, rising annually to £1.8m in 2010/11.