Our heritage and our business today

Since our origins in 1980 we have taken a highly personalised approach to meeting the individual needs of our clients, providing impartial advice and tailored solutions.

Lucas Fettes Financial Planning was formerly part of the Lucas Fettes Group of companies. Following a management buy-out in April 2017 it now operates as a standalone company.

We provide financial planning services to our personal clients advising on over £650m of assets on an ongoing basis. In addition we advise and provide services to several hundred employers across the UK.

Our Head Office is in Norwich, and we employ over 50 staff including financial consultants, technical and support staff. We also have offices in Rickinghall, Peterborough, London, Milton Keynes and Chichester, with financial consultants based across the UK.

Lucas Fettes Financial Planning is a trading name of Lucas Fettes & Partners (Financial Services) Ltd . Lucas Fettes & Partners (Financial Services) Ltd – Registered in England, number 00991377, VAT registration number 927 4908 91. Lucas Fettes & Partners (Financial Services) Ltd are independent financial advisers authorised and regulated by the Financial Conduct Authority. Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.

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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