Jane has worked within financial services for nearly 40 years. She works to ensure that client servicing and support is delivered to the highest standards at all times, whilst developing the use of technology solutions to drive in operational efficiencies […]
Graham joined Lucas Fettes Financial Planning in September 1998, assisting with the set-up of our Norwich office. He offers a holistic approach to financial planning and takes the time to understand the needs of every client – some have been […]
Kerry has worked within financial services for over 20 years, and has extensive experience with all aspects of financial planning; specialising in strategic solutions for individuals, businesses and charities.
Kevin has worked in financial services since 2006 and joined us in 2020. He previously worked for HM Revenue & Customs. Kevin has gained his experience form working in several independent financial services firms, advising a wide variety of clients, […]
Neil has worked in Financial Services since leaving School, initially joining Scottish Life (now Royal London) with whom he worked until 1996 having become an Area Sales Manager. He then went on to become a Director of a local IFA […]
Liz has over 25 years’ experience in providing financial planning advice. She is based in our Peterborough office and joined Lucas Fettes FInancial Planning in 2015.
Ian has worked in financial services since 1989 and joined Lucas Fettes Financial Planning in 2015 as part of an acquisition. Prior to this, he worked for Wavenney McKenna and played a privotal role in establishing the business.
Mark has been with Lucas Fettes Financial Planning since July 2000. With his broad operational and commercial experience, he leads the business on a day-to-day basis, also driving its development and strategy.