financial

An employee benefits package that is not recognised or valued by the employee delivers no return on investment to the employer.

When reviewing an employee benefits package our consultants will identify the key concerns faced, namely:

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.

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.

No two clients' needs are the same. Whether you ask for 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.

Lucas Fettes & Partners provide specialist advice on various forms of group risk and protection benefits for both employees and employers.

Employee Protection

At Lucas Fettes & Partners our experience and expertise allow us to analyse and develop benefit packages to suit every clients need.

Concerns?

• Risk and Liability
• Recruitment and Retention
• Pressure from Competitors
• Legislation
• Staff Turnover
• Reinforcing Corporate Culture and Branding
• Staff Absence
• Time and Cost of Administration

We can provide short and long term strategies to formulate quick but sustainable solutions to benefit problems.

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.

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.