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Latest News

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.

Lucas Fettes named as one of the “Best Financial Advisers to Work For”.

We are extremely pleased to have been announced as one of the winners of the “Best Financial Adviser to Work For 2020” category at the Professional Adviser Awards.

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. Even with the best intentions, knowing where to start can be a challenge.

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.

9 signs you could benefit from financial planning

Written by Nathan Munt - Chartered Financial Planner   1. You’re unsure about your retirement and don’t know if you’re on track Retirement has never been so varied. You can choose to stop work entirely, reduce your hours and gradually retire, or even pursue a career. ...

Fact Sheets

Fact Sheet: Inheritance Tax

In this edition of our fact sheets we are focusing on some of the main elements of Inheritance Tax. Inheritance Tax is usually paid on an estate when somebody dies. it is also sometimes payable on trusts or gifts made during someone's lifetime. Most estates don't have...

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Fact sheet: Lifetime ISA (LISA)

The lifetime ISA – also known as LISA – is a type of ISA designed to help people aged between 18 and 39 save for their first home, or retirement.   How do they work?   A LISA lets you save up to £4,000 per year. At the end of the tax year the Government will...

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Useful guides

Cash flow planning: a brief guide

Cash flow planning and forecasting is key to understanding what you can achieve with your assets. It enables you to predict your future cash needs using a number of realistic assumptions to see if you are likely to run out of money and if so when. A comprehensive...

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Reports

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