Lucas Fettes & Partners (Financial Services) Ltd

Independent Financial Adviser  1st Floor,, Westbury-On-Trym, Bristol, BS9 3AA
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FCA authorised
Last authorised 25th October 2021
We provide a bespoke financial planning service, encompassing all aspects of your individual financial planning needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Graham Moore
About us

Lucas Fettes & Partners (Financial Services) Ltd is part of the Lucas Fettes Group. As a national, independently owned financial services and insurance group, we consider ourselves unique in the current market. Founded in 1980, our Group provides services to individuals, businesses and charities & 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. 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 or insurance 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 general insurance colleagues as well as other local advisory firms such as solicitors and accountants, we can provide access to extensive complementary services.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

1st Floor,, Shore House,, 68 Westbury Hill,, Westbury-On-Trym, Bristol, BS9 3AA

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