Our team

Our expert team are here to help. Meet our directors, team leaders, financial planners and employee benefit consultants.
Lucas Fettes Financial Planning, Divisional Director and Chartered Financial Planner, Angela Carpenter
Angela Carpenter
Divisional Director and Chartered Financial Planner
Angela has extensive experience having worked in financial services for over 30 years. As a highly qualified Chartered Financial Planner, Angela provides independent, bespoke financial planning advice to private individuals, charities, trustees and small businesses….
Lucas Fettes Financial Planning Senior Employee Benefits Consultant, Beverley Lee
Beverley Lee
Senior Employee Benefits Consultant
Beverley worked within financial services for almost 20 years before joining Lucas Fettes Financial Planning in 1998 as an Employee Benefits Consultant. Working with employers Beverley gains an in-depth understanding of the organisation and their internal employee benefits philosophy before…
Lucas Fettes Financial Planning Accounts Manager, Christine Banks
Christine Banks
Accounts Manager
Christine works closely with other managers, as well as our advisory and administrations teams, to ensure the smooth running of our accounts processes. She also helps set up new members of the team. Christine joined Lucas Fettes Financial Planning in 2013….

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.