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 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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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
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 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

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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd August 2020

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