Lycetts Financial Services Limited
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 and there is no cost for an initial consultation meeting with one of our highly qualified financial advisers.
We can advise you on
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Pensions & retirement
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Pension consolidation
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Pensions & retirement planning
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Buildings and contents
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Income protection insurance
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Tax & trust planning
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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
Last authorised 25th January 2021
Meet our advisers
Jacquetta Straker
Financial Adviser
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Michael Ferguson
Financial Adviser
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Simon Landale
Director
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Linda Wheatley
Financial Adviser
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Angus Keate
Director
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Nick Straker
Director
Qualifications & Accreditations
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Dip PFS - Personal Finance Society Diploma (PFS)
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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Gail Makepeace
Independent Financial Adviser
About us
Lycetts is a trading name of Lycetts Financial Services Limited and we are headquartered in Newcastle with branches throughout the UK.
Our services
Financial planning solutions for businesses & individuals.
Independent advice on pensions, inheritance tax, life assurance, protection, health insurance and investments.
Where to find us
Head office address: Milburn House, Dean Street, Newcastle upon Tyne, Northumberland, NE1 1PP
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer: