Clients should be extra vigilant if you receive any unexpected communications from third parties about their relationship with your Blacktower financial adviser or the company. If you do receive suspicious instructions, you are advised to check the legitimacy of these. If you believe you have been a victim of fraud, you should report it to the police as soon as possible. The sooner the fraud is reported, the greater the chance of containing or minimizing the damage.
In my business, when I think about what’s important for clients, it´s about getting to the heart of the most important issues and understanding the most pressing concerns, be that now or in the future.
To do this, it’s important to ask the right questions, both of yourself and your financial adviser.
Here’s my list of important questions, there are lots more I am sure, but these are what I believe you should start with:
Keith Littlewood is Blacktower Financial Management’s Regional Manager covering Murcia and Costa Cálida. As an international financial adviser of around thirty years’ experience and an expat of more than five years in Spain, Keith is ideally-placed to help expats negotiate the process of becoming an expat and can help them understand just what it means to be a fiscal resident in the country.