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.

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Private clients

We provide tax efficient financial planning and wealth 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.

What our clients have to say

 

‘I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.’

Financial Planner: Kerry Holmes

What our clients have to say

 

‘During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance’

Financial Planner: Liz Burrows

What our clients have to say

 

‘I have been very impressed by how I have been looked after by my personal financial adviser and I’m entirely happy with the service she has provided.’

Financial Planner: Sarah Maguire

What our clients have to say

 

‘[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service recieived to date.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘You have been invaluable, giving me peace of mind concerning my financial affairs for many years.’

Financial Planner: Graham Moore

What our clients have to say

 

‘Thanks for your help and the great service.’

Financial Planner: Nathan Munt

What our clients have to say

 

‘I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.’

Financial Planner: Nathan Munt

What our clients have to say

 

‘Lucas Fettes have been dealing with our Health Insurance Cover forever and I would highly recommend them to deal with your requirements.’

*Part of a client referral

Financial Planner: Beverly Lee and Neil Clarke

What our clients have to say

 

‘I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’

Financial Planner: Graham Moore

What our clients have to say

 

‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’

Financial Planner: Angela Carpenter

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