Retirement planning and pensions

Retirement Planning - Lucas Fettes & Partners
We’ll work with you to build a retirement plan that suits your financial circumstances and investment preferences, including your goals and ambitions for your future.

Our financial and pension advisers across Norwich, Diss, Peterborough, London and Chichester, are able to help with both building and managing your retirement assets, as well as providing advice on how to best access these at the point you wish to start your journey into assured retirement, through retirement and into later life, when consideration may need to be given to inheritance tax and long term care planning.

We offer all new clients a no obligation consultation with no charge for assured retirement and pensions advice, to arrange a pensions consultation contact our Norwich head office on 01603 706 820 or email info@lffp.co.uk to arrange.

We take the time to gain a full understanding of your needs and aspirations, so we can create a personalised financial plan that reflects your circumstances, objectives and attitude to risk.

One of our experienced consultants will undertake a detailed review to help you meet your financial objectives, and determine the right options for you. As independent financial advisers, which means that there are no restrictions on the pensions advice that we can give you, we are able to create a tailored financial plan that suits your needs and lifestyle. When we design a financial plan to enable you to meet your cash and income requirements in retirement we also take into account the four major risks that people face:

  • longevity
  • inflation
  • investment returns and volatility
  • later life care costs.

Our on-going review service will ensure your plan adapts to any changes in your personal and financial circumstances and objectives.

Contact Us

Get in touch for more Pension Advice in Norwich, Diss, Peterborough, London and Chichester.

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Useful resources:

For more useful information, please visit our resource centre. We recommend:

Lifetime Isa – Lisa Factsheet

Or take a look at our blog section for more advice:

5 Considerations when Developing your Financial Plan

7 Concepts of Financial Planning

For more details please download our pensions benefits guide.

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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

    Get In Touch

    Submit a contact form today and a member of our expert team will be in touch to discuss your needs further.


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