Lycetts Financial Services offers three levels of service: Bespoke, Advice and Reactive.

Bespoke Service:

  • Annual review meeting
  • Annual review schedule
  • Annual risk assessment
  • Annual portfolio rebalance
  • Twice yearly valuations
  • Monthly email fund update (Clever Adviser)
  • Priority response to all email and telephone calls
  • Access to adviser and technical experts as and when required
  • Online valuations, if required and available
  • E-news updates, if we hold your email address
  • Tax year-end guide
  • Annual tax tables
  • Invitation to events

Advice Service:

  • Review meeting when required
  • Annual review schedule
  • Access to adviser and administrator support as and when required
  • E-news updates, if we hold your email address
  • Annual tax tables

Reactive Service:

  • Advice when requested
  • Maintaining records and compliance obligations
  • E-news updates, if we hold your email address

Sam Moore

London

Contact Sam Contact The Team

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