Lycetts Financial Services Limited

Independent Financial Adviser  Milburn House, Newcastle upon tyne, Tyne and wear, NE1 1PP
First meeting at adviser's own cost
Founded in the North East in 1961 we have the experience, knowledge and financial strength to provide unbiased, independent advice on all areas of financial planning including pensions, investments and life assurance. As a Chartered firm all our staff are highly qualified and experienced. As part of the wider Lycetts group we have offices across the UK, but we remain a Newcastle headquartered company. We are owned by the Ecclesiastical Insurance Group, who in turn are owned by a charity. We operate independently and our advice is impartial, but it is important to note that all our profits go to charitable causes making us with the No. 1 ethical financial adviser in the UK. There is no cost for an initial consultation meeting with one of our highly qualified financial advisers.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
10/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Chris Booth
Director

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Accreditations
Chartered Financial Planner
Jacquetta Straker
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Michael Ferguson
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Simon Landale
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
Linda Wheatley
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Angus Keate
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
Nick Straker
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered Financial Planner
About us

We aim to build long term relationships with our clients and provide personal and corporate financial advice and solutions that you can trust and which provide peace of mind and security.

Lycetts is a trading name of Lycetts Financial Services Limited.

Our services

Lycetts specialises in providing financial planning solutions to both business and personal clients. Highly qualified and experienced staff give independent advice on areas such as pensions, inheritance tax, life assurance, protection, health insurance and investments.

Where to find us

Milburn House, Dean Street, Newcastle upon Tyne, NE1 1PP

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 0.12 mi
We provide whole of market financial planning and investment services to help you manage your financial affairs.
 
Independent Financial Adviser 0.12 mi
Simple, straightforward and jargon free advice. First meeting is free with no obligation.
 
Restricted - whole of market 0.21 mi
For over 18 years, I have helped business owners, private individuals, trustees and charities cut through the complexities of financial advice, changes in legislation and investment markets and instead focus on what is important to them in achieving financial wellbeing. As a Partner Practice of St James Place Wealth Management , we provide a long-established and comprehensive Financial Planning and Investment Management Service for clients across the UK. We have a large, nationwide team with many years experience in helping clients achieve financial wellbeing. Our clients seek financial planning for many different reasons. Some need a one-off recommendation on a specific subject such as retirement planning, others want peace of mind that they are on track to achieve their goals and there are those who require a bespoke financial plan that takes into account all aspects of their wealth.
 
Independent Financial Adviser 0.25 mi
With professionalism and integrity we are committed to helping you achieve your financial goals during all stages of your life.