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Have you met Kerry Holmes?

In this edition we spoke with Divisional Director and Independent Financial Planner, Kerry Holmes. We discussed a range of topics, including common financial mistakes, her charity work, and her passions.

Announcement: Acquisition of Andrew Dickson Ltd

We are happy to announce that we have acquired the business and assets of fellow Chartered Financial Planners, Andrew Dickson limited.

Have you met Neil Clarke?

In this edition, we spoke with Director and Independent Financial Planner, Neil Clarke. We discussed an array of topics, which included his time with Lucas Fettes Financial Planning.

Have you met Beverley Lee?

We spoke with Beverley Lee, from our Norwich office, about an array of topics, ranging from her time with Lucas Fettes Financial Planning to an unlikely movie depiction of her life.

Responding to the coronavirus (COVID-19)

As the government escalates their response to the coronavirus (COVID-19) pandemic, we have actioned our continuity plan and provided useful information.

What is cash flow planning and how can it help you?

Cash flow planning is key to understanding what you can achieve with your wealth and forms the basis of your financial plan.

10 common financial planning mistakes

Regardless of age or your current financial position, a well-prepared financial plan can help you achieve your life goals and put you on the path to financial independence.

When should you review your financial plan?

Simply having a financial plan in place is not enough, as your circumstances and priorities will change during your lifetime – your financial plan must be reviewed regularly.

5 considerations when developing your financial plan

A strong financial plan can provide structure for the future. However, there are several considerations that you must take into account during this process.

Getting started with financial planning

The creation of a financial plan is often an ideal start, as it will provide you with an understanding of your wealth and financial circumstances. As things change, so should your plan.

Fact Sheets

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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Pension Advice Allowances

Many employers provide their staff with access to pension advice in the workplace. Typically this will be once a year with the scheme adviser conducting short meetings with pension members on a surgery style basis. Often a 20-30 minute meeting is insufficient to cover...

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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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Glossary of financial terms

We’ve produced this glossary to help explain some of the most commonly seen but potentially confusing terminology. Some of the definitions below have been taken from The Plain English Campaign, an organisation that campaigns against jargon across a range of...

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Reports

Economic update 2020

Following the unprecedented financial impacts of the Coronavirus, Chancellor Rishi Sunak delivered an Economic update on 8 July 2020. This took place less than four months after his maiden Budget speech back in March. The latest announcement was more of a fiscal...

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Let us help you. Get in touch today.

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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