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Who am I?
I am passionate about helping individuals take ownership of their futures by making informed financial decisions. I use my skills and 19 years of industry experience to offer them a service of distinct quality, professionalism, and expertise.
As a Chartered Financial Planner and Fellow of the Personal Finance Society, my clients can rest assured that they are being looked after by an individual who has satisfied rigorous criteria, has achieved professional industry qualifications, and who continues to work in an ethical manner.
About Lucas Fettes Financial Planning
Lucas Fettes are a multi award-winning firm of Chartered Independent Financial Planners and Employee Benefits Consultants.
As a national business, our financial planners are based across the UK and we have offices in Norwich, Diss, Peterborough, Chichester, Milton Keynes and London.
We know that each individual has a unique set of circumstances, financial goals and life-long aspirations and, as such, we take the time to develop an in-depth understanding of our clients in order to create tailored financial planning solutions for them.
Many of our clients have been with us for long periods of time, which we attribute to our history of exceptionally high client satisfaction.
We have won numerous, highly coveted awards. The most recently achieved were regional and national accolades awarded by Professional Adviser:
- Adviser Firm of the Year | Midlands and East Anglia
- Adviser Firm of the Year | UK
In addition to our awards, we are a Chartered financial planning firm. This represents our commitment to professional development and the alignment of our core values and business practices to the Chartered Institute of Insurance (CII) code of ethics.
Read on to find out how we can help you.
Who are our clients?
– We provide tax efficient financial planning and wealth management services to individuals to enable them to protect their wealth and achieve both their short-term and long-term financial goals and aspirations.
How can we help you?
We are able to provide financial planning assistance in a range of areas:
Life is full of uncertainty and people are often worried that their dependents may struggle financially should the unexpected occur. We can help you to establish a suitable level of insurance against the most serious of risks, in order to protect those who depend on you should you suffer ill health or even death.
Pensions and retirement planning
Everybody has their own unique aspirations for their future, particularly retirement. We will work with you to build a retirement plan that suits your financial circumstances, investment preferences, and which aims to meet your goals and ambitions for the future.
Savings and investments
We take the time to understand your circumstances, financial goals, and lifetime ambitions and ensure your investment strategy meets your needs. Our investment recommendations will be based upon your individual circumstances and your attitude to risk.
Intergenerational wealth management
If you are considering how you can pass on your assets/wealth to younger generations of your family, we can help you establish a suitable plan and timeframe which takes into account, and makes provision for, any potential tax liability.
Tax and trust planning
We use a range of tax planning strategies to structure our clients’ assets tax efficiently, whilst also retaining flexibility to adapt to future change. By using effective tax planning strategies, you have more money available to help you achieve your financial goals, and the effect of this over time can be very significant.
Mortgages can be complicated to arrange and involve a lot of paperwork. We have an in-house mortgage expert who can research and arrange mortgages on your behalf. With access to the whole of the market, and unique deals available from time to time, we can help you with your property aspirations.
Book a no cost, no obligation consultation today
We offer an initial no cost, no obligation consultation to discuss your needs and objectives. If you wish to proceed after the initial meeting, we can discuss suitable options.
If you would like further information about how we may be able to assist you, or should you wish to book a consultation, please get in touch by emailing [email protected] or by calling 0203 319 1534. To find out more about Lucas Fettes, visit our website.
Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279).
As independent financial advisers we are not restricted in the advice that we can give you so that means we research the whole of market to provide you with the best solutions tailored to your individual needs and circumstances.
My Bump2Baby work with dedicated independent financial advisers in many areas throughout the UK. These advisers provide the very best services for our families, helping with a range of things like:
- Pensions and retirement planning
- Financial Planning (wealth management)
- Asset Management
- Financial advice
- Mortgage advice
- Estate planning
- Investment management
- And many more.
To see more of our specialists, visit this website link: https://www.mybump2baby.com/familysection/
- Insurance & protection
- Pensions & retirement
- Financial planning
- Tax & trust planning
Fellow of the Personal Finance Society
Chartered Financial Planner