01603 706 820 info@lffp.co.uk Individuals Businesses Charities & Trusts About us Resources Log in Contact Us Our Privacy Policy Lucas Fettes Financial Planning is committed to protecting your privacy and maintaining the security of any personal information received from you. We adhere to the requirements of the Data Protection Act (2018) in the UK. We reserve the right to freely amend this policy as appropriate, however we shall only use your information as described by our Privacy Policy in place at the time that your data was collected. This was last updated in April 2019. Information we gather about you We do not collect any sensitive information about you unless you provide us with the information. If you complete any of our contact forms, you will have provided us with a combination of your name, email address and/or telephone number. In order to provide a financial planning service to you both initially and ongoing we will collect and hold certain information required regarding your financial and personal circumstances. This may also include special categories of personal data such as information about your health, if this is necessary for the provision of our services. This is also applicable to corporate clients, where we may need to be provided with company and/or employee data in order to suitably deliver our service. As such, in both instances it is the client’s responsibility to keep us informed of their up-to-date information. Registered in England number VAT registration number We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Cookie Settings Accept All Request call back

01603 706 820 info@lffp.co.uk Individuals Businesses Charities & Trusts About us Resources Log in Contact Us Tax planning Our financial planners will integrate tax planning into your financial plan to help you meet your financial goals. We use a range of tax planning strategies to structure our clients’ assets tax efficiently whilst also retaining flexibility to adapt to future change. you have more money available to help you achieve your financial goals, and the effect of this over time can be very significant. Financial planning Retirement planning & pensions Protection Investment & wealth management Asset diversification Lucas Fettes Wealth Management Portal Tax planning Trusts Our advice fees for individuals Registered in England number VAT registration number We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept All”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Cookie Settings Accept All Request call back