Sara Lucas - Financial Adviser

Sara has guided me through the transferral of my UK Private Pension with the utmost of patience, good humour and professionalism. Every question, every concern I had, was handled with good grace and considerable expertise. My funds that were in a fairly rigid UK private pension scheme have now been transferred into a far more flexible arrangement for me here in Australia or in the UK and suits both my husband and me much better. Thank you Sara for your fabulous guidance and knowledge to help us navigate the best path for us.

I contacted Sara for help to understand how I might be able to get access to my UK pension and merge with my Super now that I live in Australia. Sara gave general advice, and not only did she answer my questions but she also made sure to cover other bits of information that might be handy, such as a discussion about how beneficiaries are managed, the importance of having a will and how the UK state pension works. Due to my circumstances we just had the short call (free of charge), with Sara explaining the type of help that I need and gave me names of contacts on the northern beaches that may be able to help. Sara was super friendly and thoughtful and gave really valuable information. Thank you Sara!

Sara has been fabulous over the last few years, I knew it was time to do something about my Pension sitting back in the UK but didn't have a clue what or how. Sara has invested my Pension in a superior fund (after showing me what was available and advising what may work for me) and has taken the time to check what I want from my retirement, what I expect to be doing and what I need to do to be able to pay for it :), we catch up periodically to tweak my investments so they are still working for me. I would definitely recommend her services.

Sara has guided me patiently through establishing a SIPP in the UK following retirement last year. I was not aware of this option and determined it was the most appropriate for my circumstances. Sara was clear and thorough in explaining all the options to guide me through to an informed decision.

The process took a long time and there were a number of occasions where questions needed to be answered and it was good to have Sara providing balanced advice through that period.

Now that we are through that stage it is good to have everything settled down and the App is a useful tool providing full details of the whole portfolio in a clear format.

I have no hesitation in recommending Sara and have done so to a number of my colleagues who are in a similar situation.

Sara has helped me to navigate the tricky world of UK pensions from Australia. She provided me with great tips, things to watch out for and additional support for my partner and my future needs. She is open and clear in her communication and I would definitely work with her again in the future. Thank you Sara.

Sara is an absolute professional and incredibly knowledgeable. I am an Aussie who worked in the UK 20+ years ago. I wanted to access my UK pension at age 55 and was totally confused as to how to do this. There was so many differing options on google and I did not know who to trust. Enter Sara and I am so incredibly grateful to her for making this a seamless transaction (even though I know it was not easy) for me. I cannot recommend her highly enough.

Sara has been fantastic in assisting me with the transfer of my UK pension. She explained everything really well and was on hand to answer any questions i had. I would defiantly recommend her services to anyone looking to get more from their legacy UK pension.

Sara has been the most thoughtful and experienced Financial Adviser when it came to handling my UK pensions from Australia. I had deliberated for a long time about trying to find someone I truly trusted and fortunately for me, I found that person in Sara. She has given me all the time and careful advice that I needed to make my decisions and she truly knows what she talks about. Thanks!

I came to know Sara through a personal referral from another expat colleague. I can highly recommend Sara as an advisor. She’s helped guide me through the incredibly complex and frustrating process to prepare myself for retirement as an expat. It’s taken me over a year due to all of the regulation, multiple uk accounts and red tape but Sara has been incredibly patient and supportive. There’s lots of misinformation and questionable tactics at play so having someone like Sara on your team is invaluable. Highly recommend!

I had four separate Private UK Pensions from various jobs over more than 25years of working in the UK.
Some of these had been ‘mothballed’ whilst others were barely being managed adequately (fees taking a huge chunk out of any dividends).
Through Sara Lucas, DeVere amalgamated my UK pensions into one manageable UK scheme that is performing above my expectations. Regular updates and the App make reviewing progress easy.
As things progress, we will determine if any modifications are required, but at the moment, all is well!

Sara has helped me through the maze of understanding the British Pension System with clear and consise discussion and supporting correspondence. The many fears and questions are adressed in a proffesional manner that creates a sense of trust and understanding.
Her open and honest approach I found engaging and fully recomend that people take up her services.

I contacted Sara Lucas based on a recommendation. Having had numerous, and sometimes dubious sounding companies, contact me asking for my business. I am very cautious when it comes to my own money.
Sarah immediately gave me confidence that she not only had excellent experience and knowledge in this sector, but knew the UK and Australian systems very well. I felt in good hands.
The whole process was well managed and at every stage I felt in control.
I can strongly recommend Sara.

Sara gave me great advice regarding my pension, providing insights and options based on her extensive experience. Friendly and warm to deal with and definitely had my best interests at heart.

Sara was fabulous when i required professional assistance in order to access my a UK pension fund. Highly recommend.

Sara and the team have been patient and diligent in their approach and provide nice user friendly whiteboard overviews that illustrate your current situation visually which they talk through. Really great customer service and they inspire trust.

Sara was tremendously helpful. I would highly recommend her to anyone looking for assistance, with their UK pension queries .

Extremely knowledgeable and always explains the product very clearly. Understands my situation very well and is always easy to contact.