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Have you met Kevin Froggatt?

by | June 27, 2022 | Company news | 0 Comments

In this edition, we spoke with Director and Independent Financial Planner, Kevin Froggatt. We spoke about his approach to financial advice, favourite holiday destination, and bucket list.

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Lucas Fettes donates £1,000 to Combat Stress

by | June 13, 2022 | Company news | 0 Comments

We have recently made a donation of £1,000 to Combat Stress, as part of our commitment to aiding charitable organisations.

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Have you met Elaine Hayes?

by | March 29, 2022 | Have you met? (Q&A) | 0 Comments

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.

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Employee stories for International Women’s Day

by | March 8, 2022 | Company news | 0 Comments

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

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Have you met Shaun Braybrook?

by | February 9, 2022 | Have you met? (Q&A) | 0 Comments

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

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Blog

Personal Insurance – Are you financially protected?

by | April 13, 2022 | Blogs | 0 Comments

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?

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How does your generation manage money?

by | February 3, 2022 | Blogs | 0 Comments

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

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How can we help younger generations manage their finances?

by | February 2, 2022 | Blogs | 0 Comments

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

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Avoiding accidental inheritance

by | January 10, 2022 | Blogs | 0 Comments

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.

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Common mistakes when DIY investing

by | November 19, 2021 | Blogs | 0 Comments

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”.

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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

Glossary of financial terms

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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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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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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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