Effective solutions. Trusted advice.
Effective solutions. Trusted advice.
Effective solutions. Trusted advice.

Start your journey with us today

We are Lucas Fettes Financial Planning, an award-winning firm of chartered independent financial planners and employee benefits consultants.

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 experts are here to help you make the right decisions for the future.

How can we help you?


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. 

Professional partners

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 have prepared a selection of informative resources to help you. This content includes articles, fact sheets and guides, as well as podcasts! 

Find what you are looking for via the buttons below. 

Resource centre - individuals


Resource centre - businesses


Resource centre - charities


In the know podcast by Lucas Fettes Financial Planning


What our clients say

Case studies

We take pride in the relationships we have built with our clients, many of whom have been with us for many years.

Central to this is our ability to consistently help them achieve their objectives.

Find out how we have helped a selection of our clients meet their needs and objectives.

Case studies - individuals


How have we helped individuals achieve their financial planning objectives and lead the lives they want to?

Case studies - charity


How have we helped charities to meet the needs and requirements of both their organisation and employees?

Awards and memberships

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.

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.

Meet our team

Lucas Fettes Financial Planning Workplace Pensions Specialist, Andy Campbell
Andy Campbell
Workplace Pensions Specialist
Lucas Fettes Financial Planning, Divisional Director and Chartered Financial Planner, Angela Carpenter
Angela Carpenter
Divisional Director and Chartered Financial Planner
Lucas Fettes Financial Planning Senior Employee Benefits Consultant, Beverley Lee
Beverley Lee
Employee Benefits Consultant
Lucas Fettes Financial Planning Accounts Manager, Christine Banks
Christine Banks
Accounts Manager

Find out more about our directors, financial planners, employee benefits consultants and team leaders.

Contact us

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, Chichester and London. Other members of our expert team are also available remotely across the UK.

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