Laura Lockett Financial Advisor
Società Finanziarie nelle vicinanze
Viale Francesco Restelli
Viale Francesco Restelli
Via Sassetti
I always have my clients best interest at heart and i'm always a stone throw away.
Whether its just for a quick chat or an in-depth review, my clients know that I aim to develop, maintain and growth their wealth through personal financial planning.
https://www.devere-articles.com/post/investing-in-turbulent-times
Investing in Turbulent Times Markets - Jun 08, 2022
Catalyst- a very flexible app that’s backed by deVere, created as a simple savings platform for the everyday person. Embracing the FinTech world and constantly working on new solutions. Get in touch to find out more
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If you have a British pension you need to read this article
https://international-adviser.com/will-qrops-still-be-a-golden-opportunity-post-brexit/
Will Qrops still be a golden opportunity post Brexit? UK government's need for tax revenue raises speculation of charges and penalties
If you have a British pension, you need to give this article a read
https://international-adviser.com/will-qrops-still-be-a-golden-opportunity-post-brexit/
Will Qrops still be a golden opportunity post Brexit? UK government's need for tax revenue raises speculation of charges and penalties
US Elections- what this could mean for your finances. Debriefing at 8.35am GMT. Register using the link below:
https://us02web.zoom.us/webinar/register/1316036984092/WN_NW76dBrnR8WG6zfMbCUP_w
‘Don’t ever run out of money’ live webinar from our CEO .green to help you with your financial goals! Register below using the following link: https://us02web.zoom.us/webinar/register/1715960217694/WN_CYBA38pgRsSEM70AFG10Jg
If you have a UK Defined Benefit scheme, nows the time to review it. The UK deficit keeps getting worse and you could be on a cliffs edge and don’t even know about it. Get in touch today to review your pension and see how I can help!
https://www.pensionsage.com/pa/FTSE-350-DB-pension-deficit-climbs-by-18bn-in-June.php
If you’d like to add property to your investment portfolio, let me know! We have some amazing properties available that are exclusive to us 😍
If you are South african and are concerns about the new changes, feel free to log in to our webinar hosted by deVere's CEO- Tomorrow at 10.15 CET time.
https://us02web.zoom.us/webinar/register/8415923982739/WN_1JRz3N7sTAGBKKRrtj0Xjg
https://www.linkedin.com/posts/laura-lockett-26a7a489_south-africa-financial-planning-activity-6681571203821395968-S927
Laura Lockett posted on LinkedIn If you are a South African living in Europe then you need to log in to this webinar with our CEO tomorrow. There have been recent changes which many of...
deVere group is hosting a live global Fintech webinar with Division Manager for Europe and Luke Forrest, Head of London City Fintech. Take a look at the latest deVere apps where you can save and invest at the click of a button. For more information please send me a message
Key benefits of unit cost averaging:
1. You can buy more units per premium when markets are falling, which increases your overall units in a fund.
2. It smooths out the highs and lows of market volatility.
3. It is well positioned to take maximum advantage when markets rebound.
Let me know if you'd like to know how to maximise your savings in an efficient way.
https://www.linkedin.com/posts/laura-lockett-26a7a489_unit-cost-averaging-activity-6668459295685783552-Y2-P
Laura Lockett posted on LinkedIn Key benefits of unit cost averaging: 1. You can buy more units per premium when markets are falling, which increases your overall units in a fund. 2. ...
Retirement isn’t the end. What would you like to do when you stop working? Do you have enough in place to live the life you love?
Fintech is slowly becoming more and more popular across many industries and i'm proud to say we have amazing Fintech soltuions. Our division manager, James Green and our Head of London City Fintech, Luke Forrest are hosting a seminar next week- please feel free to join in:
https://devere-group.zoom.us/webinar/register/WN_wZl58S6_SH6403IP4oQtcw
NB: if you are interested- please use my referral code 15349.
Welcome! You are invited to join a webinar: Fintech Live Webinar. After registering, you will receive a confirmation email about joining the webinar. deVere Group is hosting a live global Fintech webinar with James Green, Division Manager for Europe and Luke Forrest, Head of London City Fintech. James and Luke will be discussing deVere's evolution since 2002 and sharing some insights about deVere's new Tech Wealth Division whilst looking at the l...
Hey guys, for those of you who are like me that travel a lot, check out our deVere FX service. I use it every time I come back to the UK to visit and for the month of May the rates are guaranteed to beat the bank! Let me know if you need some help.
This is more for the individuals with American ties- but very interesting. QEF and PFIC 2 minute master class.
STAY HOME STAY SAFE STAY POSITIVE! deVere COVID 19 response These are strange unprecedented times. People may be confused, worried and scared but THIS WILL PASS and deVere is here to help you get through it. Get in to...
As a company we have a close relationship with Guinness Asset Management. As a person- I invest in to this fund myself and I LOVE it. The management of the global equity income fund is fantastic and returns have matched.
Let me know if you would like to find out more on how to invest in to this.
https://www.thisismoney.co.uk/money/investing/article-8210789/GUINNESS-GLOBAL-EQUITY-INCOME-fund-investing-companies-not-cut-dividends.html
GUINNESS GLOBAL EQUITY INCOME: Investing in firms still paying divis Since launch at the end of 2010, Guinness Global Equity has grown the dividends it pays investors every year. So far, none of the 35 companies held in the fund have announced dividend cuts.
https://www.linkedin.com/posts/laura-lockett-26a7a489_structured-notes-activity-6656863285029150721-ML45
A little post on structured notes for anyone who's heard of them but unsure as to what they are.
Laura Lockett posted on LinkedIn Historically, structured notes were only available to ultra-high net worth individuals, but in recent years they have become increasingly popular with ...
An interesting article for those who have worked in the UK and built up a pension pot there. This is referring to the defined benefit pensions which were the "rolls royce" schemes back in the 80's 90's. However- they are not so favourable any more ad the deficits of them just keep getting worse. One reason for this is because people are living longer. Take a read- i'm happy to answer any questions.
https://www.internationalinvestment.net/news/4013979/uk-pension-deficit-surges-staggering-gbp136bn
UK pension deficit surges to 'staggering' £136bn Leading brand for international independent financial advisers, wealth management professionals serving expatriate and cross-border clients worldwide.
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Viale Francesco Restelli 1
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