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Have you met Ian Robinson?

by | March 22, 2021 | Have you met? (Q&A) | 0 Comments

In this edition we spoke with Independent Financial Planner, Ian Robinson. We discussed a range of topics, including common financial mistakes and his favourite travel spot.

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Lucas Fettes wins both regional and national awards

by | March 12, 2021 | Company news | 0 Comments

We are delighted to announce that we won both the regional and national ‘Adviser Firm of the Year’ awards at the Professional Adviser Awards.

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Have you met Kerry Holmes?

by | December 1, 2020 | Have you met? (Q&A) | 0 Comments

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.

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Announcement: Acquisition of Andrew Dickson Ltd

by | October 9, 2020 | Company news | 0 Comments

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

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Have you met Neil Clarke?

by | September 15, 2020 | Have you met? (Q&A) | 0 Comments

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.

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Blog

The new state pension and the triple-lock

by | April 15, 2021 | Blogs | 0 Comments

The full new state pension might not be enough for you to retire on, but it is an important retirement planning consideration.

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What Investment Pathways could mean for your retirement

by | March 30, 2021 | Blogs | 0 Comments

The Financial Conduct Authority’s (FCA) ‘investment pathways’ initiative begun on 1st February 2021. This resulted in a fundamental change to pension drawdown.

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

by | December 21, 2020 | Blogs | 0 Comments

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

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10 common financial planning mistakes

by | August 11, 2020 | Blogs | 0 Comments

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.

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When should you review your financial plan?

by | August 4, 2020 | Blogs | 0 Comments

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.

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Fact Sheets

Fact Sheet: Inheritance Tax

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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)

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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

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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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*Part of a client referral

Financial Planner: Beverly Lee and Neil Clarke

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‘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

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‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’

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‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’

Financial Planner: Angela Carpenter

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‘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.‘

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