Established in 1982, Lucas Fettes Financial Planning take highly personalised approach to meeting the individual needs of our clients.
We pride ourselves on our ability to provide impartial advice and implement tailored solutions.
We take the time to understand the bespoke needs and financial objectives of our clients to create tailored financial planning and employee benefit solutions. As independent financial planners and employee benefits consultants, we are not restricted in the advice that we can give you.
Our team consists of over 60 staff, based across the UK. Our head office is in Norwich, but we also have offices in Diss, Peterborough, Chichester and London. We will match you to the right people for your individual financial needs and preferences.
Individuals
We provide tax efficient financial planning and wealth management services to individuals, enabling them to protect their wealth and achieve both their short and long term financial goals and aspirations.
Currently, we provide advice on over £830m of assets on an ongoing basis.
Businesses
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.
Our services are trusted by several hundred employers across the UK.
Charities
We are a trusted supplier of the National Council for Voluntary Organisations (NCVO), and we understand the challenges that charities and not-for-profit organisations face. We provide solutions to charities of all sizes, including pension automatic enrolment, investment management and employee benefits.
Our employee benefits solutions have been implemented by a wide range of charities.
Professional partners
We partner with solicitors, accountants and other professional partners to provide mutual clients with a joined-up service.
