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Lucas Fettes Financial Planning

Lucas Fettes Financial Planning provides tailored financial advice and employee benefits solutions to charities and voluntary organisations.

About Lucas Fettes Financial Planning

Lucas Fettes Financial Planning can help with your organisation’s workplace pension responsibilities, employee benefits programmes and trustee investments. They’ve won multiple awards, are a chartered firm and have worked with many of their clients over a number of years.

Their experienced team specialise in working with charities and voluntary organisations across the UK to identify, implement and review suitable solutions.

Lucas Fettes’ services

  • Automatic enrolment: help setting up suitable workplace pension arrangements for your organisation. This includes an affordable scheme for smaller organisations.
  • Employment benefits: advice on employee rewards, incentives, pensions, insurance and more.
  • Charitable investments: tailored financial planning to help trustees meet their organisation’s objectives.
  • Financial education and wellbeing: information and guidance to help employees manage their money and reduce stress.

Find out more and get in touch

To find out more about the services they provide for charities and voluntary organisations, visit the Lucas Fettes website.

To speak to a member of the Lucas Fettes team, email or call 01603 706 820.

Feedback from customers

The service, support and expertise provided has at all times been beyond our expectations. They are a truly excellent supplier with whom we hugely enjoy working with.

Michael Maddick – director of people & culture at The Children’s Trust

We can always rely on Lucas Fettes to provide a timely resolution. Their advice has added value to the services we provide as a HR team, and the benefits that our people receive. I would highly recommend their services.

Alison Butlin – people analyst at Versus Arthritis
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