What is your special interest or particular field of expertise in the financial services sector right now?
Tax mitigation, Spanish Compliant Investment Bonds and ESG investing.
What is the most important aspect of your work, in relation to clients, or the part of your day-to-day role which gives you the most satisfaction?
When clients nod their heads, not because they agree, because they understand. Having confidence in yourself is as important as having confidence in your financial adviser.
What’s special/unique/most interesting about the region you work in?
The weather and the people – nobody can deny the average of 320 days of sunshine a year. Helping people make the correct investment decisions and allowing them to enjoy the weather is paramount.
Right now, what is your one piece of invaluable information for expats or anyone seeking retirement planning and wealth management advice?
Due diligence and second opinions.
Blacktower already has a long and successful history in the sector, how will you and your colleagues continue to offer value to clients in the next 20 years and beyond?
By adapting to an ever-changing investment landscape and keeping clients abreast of important developments.
Tell us an interesting fact about yourself
…. I’m terrible at golf, but even a blind squirrel trips over a nut from time to time.
This communication is for informational purposes only and is not intended to constitute, and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, we are not responsible for any errors or omissions.
One of the most common questions asked of expat financial services firms is what should clients do with their pensions. Some wish to keep all their money in a UK-based pension, some will look to transfer to a Qualifying Recognised Overseas Pension Scheme (QROPS) and others will want to take a tax-free lump sum from their fund. In short, what an individual chooses to do will depend heavily on their personal circumstances together with any advice they receive from their expat financial services professional.
At the moment, no one can say with complete certainty what will happen in the near future regarding Brexit and pensions.