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Lucas Fettes Financial Planning

(Financial Services)

Norwich, England, United Kingdom
Specialities :
Financial planning
Retirement planning & pensions
Protection
Investment & wealth management
Tax planning
+6
revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200

About Us

Since our establishment in 1980 weve taken a personalised approach to meeting the individual needs of every client, providing impartial advice and tailored solutions. Previously known as Lucas Fettes Financial Services, part of the Lucas Fettes Group, the new brand was created following a management buy-out in April 2017. We employ 65+ staff including financial advisers, consultants, paraplanners and support staff. Our head Office is in Norwich, but we also have offices and financial planners based across the UK. Tailored financial planning We take the time to understand the needs and financial objectives of every client. As independent financial advisers were not tied to a specific provider or product we create distinct solutions for each client. Well match you to the right adviser for your individual financial needs and if youd rather work with a female adviser, or prefer home visits, simply tell us. Private clients We provide tax efficient financial planning and wealth ...

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Lucas Fettes Financial Planning Org Chart

No data available

Employees

Total Employees:
31
Top Contacts:
11
C-Level 0 VP - Level-
Director6 Manager5
Others17

Employees Working At Lucas Fettes Financial Planning

user-icon

Angela Carpenter

Chartered Financial Planning Director

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Liz Burrows

Director and Chartered Financial Planner

user-icon

Jane FPFS

Operations Director

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Graham Moore

Director

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Kerry Holmes

Independent Financial Planner and Director

Buyer Intent

Tech Stack Used By Lucas Fettes Financial Planning

A quick view of products employed by Lucas Fettes Financial Planning
AE

Azure

AS

Access

AE

Animate

CE

Chrome

FX

Flex

Jobs at Lucas Fettes Financial Planning

No jobs available

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Frequently Asked Questions About Lucas Fettes Financial Planning

What does Lucas fettes financial planning do? +

Since our establishment in 1980 weve taken a personalised approach to meeting the individual needs of every client, providing impartial advice and tailored solutions. Previously known as Lucas Fettes Financial Services, part of the Lucas Fettes Group, the new brand was created following a management buy-out in April 2017. We employ 65+ staff including financial advisers, consultants, paraplanners and support staff. Our head Office is in Norwich, but we also have offices and financial planners based across the UK. Tailored financial planning We take the time to understand the needs and financial objectives of every client. As independent financial advisers...

What are Lucas fettes financial planning's specialties? +

Financial planning,retirement planning & pensions,protection,investment & wealth management,tax planning,trusts,employee benefits,automatic enrolment,charities & trusts,financial wellbeing,and ethical investments

What is Lucas fettes financial planning's industry? +

Lucas fettes financial planning operates in the Financial services industry.

What is Lucas fettes financial planning's HQ phone number? +

Lucas fettes financial planning's HQ phone number is +1 603706820

What is Lucas fettes financial planning's revenue? +

Lucas fettes financial planning's revenue is 11m - 100m

What is Lucas fettes financial planning's company size? +

Lucas fettes financial planning has 51 - 200 employees.

What is Lucas fettes financial planning's official website? +

lffinancialplanning.co.uk is the official website of Lucas fettes financial planning.

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