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  11. Lycetts Financial Services Limited

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
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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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Unit trusts
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Lump sum
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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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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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Response rating
10/10
phone Show number
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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
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 17th February 2020

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