Here at Lycetts, we have a key aim to get to know businesses in order to understand their financial objectives and priorities. We establish a financial plan and review this on a regular basis in order to achieve this goal.
As financial services is complex, our aim is to make the corporate investment advice process as simple and effective as possible so to provide a value added service.
Adviser
Consultation & Recommendation
- Establish objectives and expectations
- Define adviser and Lycetts capabilities
- Agree terms of business and adviser charges
Adviser
Consultation & Recommendation
- Identify key facts (assets/income etc)
- Agree financial objectives and priorities
- Establish attitude to risk
Administrator
Consultation & Recommendation
- Collate information
- Assess the sustainability of existing plans/schemes
- Conduct a costs benefits analysis on existing poilicies
Administrator
Implementation
- Identify appropriate solutions
- Obtain Quotations
- Detail assumptions made
- Confirm sustainability of proposal solutions
- Check compliance
Adviser
Implementation
- Deliver financial plan and recommendations
- Check assumptions and priorities
- Complete paperwork
- Agree servicing strategy
Administrator
Implementation
- Initiate application process
- Manage process to completion
- Update records
Administrator
Ongoing Advice & Service
- Review on an agreed basis
Adviser
Ongoing Advice & Service
- Ongoing advice, management and reviews
