Professional Investment and Wealth Management

Wealth Management Services

Lucas Fettes Financial Planning advises on a range of investment management solutions and Wealth Management Services in Norwich and the surrounding area. We can support with everything from managed portfolios to fully bespoke discretionary fund management.

We’ll take the time to understand your financial goals and ensure your investment strategy meets your needs. Our investment recommendations will be based upon your individual circumstances, including the level of funds available for investment and your attitude to risk.

We have wealth management and investment experts in all of our offices, so whether you are looking for wealth management advice in Norwich, Peterborough, Chichester, London or Milton Keynes we can help.

Managed portfolios

Managed portfolios are one of the options that your financial planner may recommend. These provide a diversified investment mix of equities, bonds and property.

Portfolios are rated according to their risk potential, so your financial planner will recommend the one most appropriate for you. Broadly speaking, high risk portfolios have greater potential returns over time but also have a higher risk of loss. Low risk portfolios have lower levels of risk, but may deliver lower potential returns.

Portfolios are regularly reviewed to ensure:

  • the strategic asset allocation spreads risk
  • the tactical asset allocation delivers value
  • the investment mix is appropriate
  • opportunities in the market are identified
  • the best possible returns for the level of risk selected.

Find out more about asset diversification.

Bespoke discretionary fund management

If you have significant funds available for investment your financial planner may recommend using a discretionary fund manager to create a bespoke investment portfolio. Your portfolio will be specifically tailored to your circumstances and requirements and actively managed.

We work alongside the discretionary fund manager providing advice on taxation, overseeing your financial planning and monitoring the performance of your investments.

Useful resources:

For more useful information, please visit our resource centre.

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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