Lucas Fettes & Partners (Financial Services) Ltd

Independent Financial Adviser City Gates, 2-4 Southgate, Chichester, West Sussex, PO19 8DJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd July 2019
We provide a bespoke financial planning service, encompassing all aspects of your individual financial planning needs.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Mark Lloyd
Financial Planning Consultant
Accreditations
Certified Financial Planner
Angela Carpenter
Financial Planning Consultant
Accreditations
Chartered Financial Planner
Where to find us

City Gates, 2-4 Southgate, Chichester, West Sussex, PO19 8DJ

Make an enquiry
About us

Founded in 1980, Lucas Fettes & Partners (Financial Services) are national, independently owned financial advisers.

We consider ourselves unique in the current market as our team of experienced consultants create tailored financial planning solutions for private and corporate clients, as well as charities and not-for-profit organisations via our network of offices across the UK.

We are proud to be able to offer a comprehensive range of services to our clients, coupled with an emphasis on personal service. This has always been our approach - to meet the individual needs of every client and to provide impartial advice and tailored solutions. As such we seek to develop long-term relationships based on confidence and trust.

Our services

We pride ourselves on the highly personalised approach we take with every client – providing clear advice and tailored solutions whatever their particular financial planning needs.

Our Financial Services team is made up of experts in a range of areas, including, for private clients: financial planning, protection, retirement strategies, investment and wealth management, taxation and trusts; and for businesses: automatic enrolment, pensions scheme set-up, employee benefits and corporate financial planning.

Through our relationships with our providers as well as our other professional partners, such as solicitors and accountants, we can provide access to extensive complementary service.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority. Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

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