What is your special interest or particular field of expertise in the financial services sector right now?
Compliance and Risk is my main focus, keeping at the forefront of industry developments and legislation.
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?
Maintaining high professional standards and best practices, ensuring we keep the best interests of the client at the heart of what we do.
What’s special about working at Blacktower?
The amazing team and what the Blacktower brand represents. There is a shared ethos of integrity, professionalism and passion for what we do.
Right now, what is your one piece of invaluable information for expats or anyone seeking retirement planning and wealth management advice?
It’s never too early or too late to seek advice. Research any firms prior to dealing with them to look at their regulatory status and reputation.
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?
Keeping our finger on the pulse and being at the forefront of industry development, best practices and innovative solutions.
Tell us an interesting fact about yourself.
I love rock n roll. I was a drummer in a heavy metal band and hosted the late night rock show for a local radio station.
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 best pieces of semi-financial advice I ever received was about buying clothes: buy good quality (obviously) and then have the garment altered to fit me specifically; sound financial and sartorial sense. Of course, this means going a little further than one might normally when buying a new outfit, but it’s a little extra that I think is more than justified in the end. Ready-to-wear clothes are great without doubt, but having something that fits you perfectly gives a continued feeling of satisfaction with every wear, it’s so worth it. There are parallels to be made in my professional life as well; it’s such a pleasure to be able to offer clients advice and products that are tailormade to their requirements and fit their circumstances perfectly.
On March 8, Phillip Hammond delivered the Spring Budget 2017. Among those most affected by the changes – which included the self-employed – were those who wish to set up Qualifying Recognised Overseas Pension Schemes (QROPS). Here is a brief overview of how the Budget 2017 has affected QROPS and what it may mean for you.