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We are Lucas Fettes Financial Planning, an award-winning firm of chartered independent financial planners and employee benefits consultants, based across Norfolk (Norwich and Diss), Peterborough (Elton) and London.
Our aim is to help you achieve your objectives by implementing tailored solutions that are based on your unique circumstances, supported by an ongoing professional relationship.
Whether you are an individual seeking personal financial planning, or a business or charity who requires assistance with your employee benefits arrangements or investments, our team of expert financial advisors are here to help you make the right decisions for the future.
We are pleased to announce that we have become part of Brooks Macdonald Group Plc, a well-respected wealth manager with a long-standing relationship with Lucas Fettes.
Your financial objectives and lifestyle aspirations are unique to you.
We will work with you to deliver tax efficient financial planning, wealth management, and retirement planning services to help you grow and protect your wealth. Through an ongoing professional relationship with us, you will have the peace of mind that you are on track.
Providing employee benefits that your employees value is not easy.
Our expert consultants will work with your team to put in place programmes that meet the individual needs and objectives of your organisation, whilst increasing the likelihood of attracting and retaining the right people for your workforce.
Whether your organisation requires assistance with employee benefits or advice concerning charitable investments, our experts are here to help you achieve your objectives.
As a Trusted Supplier to the National Council for Voluntary Organisations (NCVO) for several years, we have significant experience in helping charitable organisations and trustees meet their various duties.
As a provider of professional services, we appreciate the challenges that come with meeting your clients’ needs.
Where appropriate, we work with trusted professionals to ensure mutual clients receive a joined-up service that meets their wider requirements.
Our expert team of financial planners and employee benefits consultants have prepared a selection of informative resources to help you. Here you will find articles, fact sheets and guides, as well as podcasts to support you on your financial planning journey.
Check out our resources below, or contact our team based across locations, including Norwich, today.
We take pride in the relationships we have built with our clients, many of whom have been with us for many years.
Whether they are interested in personal financial planning, or employee benefits for a business or charity, we consistently help them achieve their objectives.
Find out how we have helped a selection of our clients across Norwich, Norfolk and the wider UK meet their needs and objectives.
How have we helped individuals achieve their financial planning objectives and lead the lives they want to?
How have we helped charities to meet the needs and requirements of both their organisation and employees?
We are proud to have accumulated a variety of awards, accreditations and memberships over recent years. In a highly competitive industry, these re-enforce our high quality of service and illustrate our commitment to continuous improvement at a company-wide level.
Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.
Find out more about our directors, financial planners, employee benefits consultants and team leaders.
To find out how we can help you, please get in touch today by completing our short contact form.
We have offices in Norwich, Diss, Peterborough (Elton) and London. Other members of our expert team are also available remotely across the UK.
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