Brooks Financial (Formerly Lucas Fettes Financial Planning)

英国 · 金融服务业

Since our establishment in 1980 we've 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 we're not tied to a specific provider or product – we create distinct solutions for each client. We'll match you to the right adviser for your individual financial needs – and if you'd rather work with a female adviser, or prefer home visits, simply tell us. Private clients We provide tax efficient financial planning and wealth management services to individuals, enabling them to protect their wealth and achieve their short and long term financial goals. Corporate clients We design employee benefits programmes that meet the individual needs and objectives of each organisation – delivering value whilst attracting and retaining the right people. As well as remuneration strategies and succession planning, we help companies meet their pension automatic enrolment duties. Charities We're a trusted supplier of the National Council for Voluntary Organisations (NCVO), and we realise the challenges that charities and not for profit organisations face. We provide solutions to charities of all sizes including pension automatic enrolment, investment management and employee benefits. Professional partners We partner with many other advisers such as accountants, solicitors and other professional partners to create joint proposals and provide our clients with a joined up service.