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Have you met Elaine Hayes?

In this edition, we spoke with Mortgages and Equity Release Adviser, Elaine Hayes. We spoke about her reasons for becoming an adviser, marmite and more.

Employee stories for International Women’s Day

To celebrate International Women’s Day 2022, we asked women from our team to share their career stories so far.

Have you met Shaun Braybrook?

In this edition, we spoke with Chartered Financial Planner, Shaun Braybrook. We spoke about his approach to financial planning, motivations and more.

Lucas Fettes achieves 98% client satisfaction

We are delighted to have achieved outstanding satisfaction levels following feedback from our clients, based on the results of our recent client survey.

Have you met Graham Moore?

In this edition, we spoke with Director and Chartered Financial Planner, Graham Moore. We spoke about his journey into financial services, as well as how he would use his three wishes.

Personal Insurance – Are you financially protected?

Have you considered how you and your family would cope if you suddenly had an incapacitating accident, were diagnosed with a serious illness, or died an unexpected death?

How does your generation manage money?

Each generation has a different set of values and attitudes towards money management. How might this affect your financial planning?

How can we help younger generations manage their finances?

With one trillion pounds worth of assets being transferred to future generations, younger people could benefit from financial education.

Avoiding accidental inheritance

The potential to accidentally leave inheritance to the wrong people when you die has grown due to complex family arrangements. That’s why it’s essential to implement estate planning early.

Common mistakes when DIY investing

DIY investing is much like any other kind of DIY activity: cost is usually a significant motivation behind the decision to “have a go yourself”.

Fact Sheets

Value of Financial Advice

In this edition of our fact sheets we are focusing on the value of financial advice.

This is difficult to measure but important to evaluate. Working with a financial planner can offer a host of benefits which are not exclusive to levels of financial growth.

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Fact sheet: Pension provision

In its simplest form, a pension is an income that you receive when you retire, from the pension pot that you saved into during your working life. To encourage us to save enough for our retirement, the government provides tax relief on contributions and incentives on...

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Fact Sheet: ISAs

Individual Savings Accounts (ISAs) are wrappers within which a wide range of savings and investment products can be held, free of UK income and capital gains tax.   How do they work?   ISAs serve as a 'wrapper' to fully protect savings from tax, allowing...

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Useful guides

Tax planning guide

Essentially, tax planning is arranging your affairs in ways that legitimately defer, reduce and remove taxes. By using effective tax planning strategies you have more money available to help you achieve your financial goals and the effect of this over time can be very...

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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 received to date.’

Financial Planner: Liz Burrows

What our clients have to say

 

‘Kevin has been my financial advisor for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’

Financial Planner: Kevin Froggatt

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

What our clients have to say

 

We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.

Financial Planner: Kevin Froggatt

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