What is your special interest or particular field of expertise in the financial services sector right now?
Administration: my professional background encapsulates sales, marketing and secretarial – in administration I can utilise my entire skillset.
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?
Dealing with clients, helping them to submit investment applications, withdraw income payments or change personal details etc. The clients appreciate my help with all aspects of the paperwork involved, as the technical jargon and amount of documentation needed can sometimes feel overwhelming for the layman.
What’s special/unique/most interesting about the region you work in?
The weather and surrounding countryside! The Costa del Sol is so diverse with its beaches, mountains, white-washed pueblos, lakes and wildlife; every day is special on the Costa.
Right now, what is your one piece of invaluable information for expats or anyone seeking retirement planning and wealth management advice?
Ensure that the company is fully regulated and licensed, with fully qualified advisers who keep themselves up to date with the ever-changing market and laws. Do your research first before you approach any company for advice. Sorry, that´s two!
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 monitoring the markets and keeping on top of the frequent changes within the sector. On-going training and information are key.
Tell us an interesting fact about yourself.
I was Ladies Surrey Pool Champion in the late 90s!
The Rock has recently celebrated a special date: Gibraltar National Day, which happens on September 10 and marks the anniversary of the 1967 sovereignty referendum, when citizens chose whether to remain under British rule or pass over to Spanish sovereignty. The vote was overwhelmingly in favour of staying British.
The value of defined benefit pension scheme transfers in 2018 was an all time-high of £24 billion.