Welcome to Lucas Fettes Financial Planning
Our experienced team of independent financial advisers and consultants create tailored financial planning solutions for private clients, businesses, charities and not for profit organisations. We help our clients achieve their financial goals and make the right decisions for the future.
Private clients
We provide tax efficient financial planning, wealth management and money management services to individuals to enable them to protect their wealth and achieve their short-term and long-term aspirations.
Corporate clients
We design employee benefits programmes that meet the individual needs and objectives of each organisation – delivering value whilst attracting and retaining the right people. As well as remuneration strategies, succession planning and protection, we help companies meet their pension automatic enrolment duties.
Charities and trusts
We are a trusted supplier to the National Council for Voluntary Organisations (NCVO). We help organisations meet their automatic enrolment duties and create tailored employee benefits programmes to suit their needs. We also provide independent advice on trustee investments.
