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 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.