WFTV 1-2-1 Financial Objectives Surgery
Book a surgery slot for Friday 24th February. Twenty-minute slots available between 10:00am and 1:00pm.
How do you ensure your money works for you? How can you best plan for your own future?
We are delighted that Lucas Lowe, Senior Financial Consultant at St. James’s Place, has offered to do this 1-2-1 surgery exclusively for WFTV members here at the WFTV offices. Focused specifically on addressing the personal financial concerns and needs of those in the Film, TV and Media industries, Lucas provides tailored financial advice allowing you to make the right decisions now, to successfully plan for your future.
Regardless of income, Lucas works with his clients to understand their situation and allow them to have what’s important to them in life.
How to apply: e-mail firstname.lastname@example.org with the following information:
• State your name and areas of interest – completing this form (Identifying Financial Objectives – Lucas Lowe (002)) may help you identify
areas of focus or concern
• Include your contact phone number
• Attach a current CV
• Put Financial Objectives Surgery in the subject line
Twenty-minute slots between 10:00am and 1:00pm available.
Surgery slots will take place at the WFTV offices (WFTV offices, 92-92 Great Russell Street, London, WC1B 3PS) and will be allocated on a first come first served basis.
Lucas Lowe BSc (Hons) DipPFS
Lucas specialises in working alongside clients in the Film, TV and Media industries and as a Senior Financial Consultant of St. James’s Place, he can advise on all areas of personal financial planning, with anything ranging from mortgages and wills to income protection, investments and personal pensions. (Please see attached form which outlines typical areas of focus.)
Life’s so busy for everyone these days, we don’t often give ourselves the time to make such plans – do you have the time to really explore the best opportunities available whilst keeping abreast of changes in legislation and tax rules?
It’s about giving people financial peace of mind, ensuring that what they do have is working as hard as possible for them, but also protecting against the leaner times in life, whether that be taking time out to have a family, or safe guarding against illness. Whatever your area of interest, Lucas can offer you a personally tailored solution.