Contact

News & Insights

Spotlight On … Anita Pembery

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!

Other News

A guide to buying a house in Switzerland

Picturesque and stunning in equal measure, moving to Switzerland is the ideal scenario for many of those looking to leave their home country. From the gorgeous Lake Geneva to the historically fetching architecture of Zurich and Basel, there’s plenty to admire about Switzerland; and that’s even before touching on its skiing resorts and snow-capped peaks. […]

Read More

What’s Your Retirement Income Outlook?

RainbowThe pension freedoms of 2014 radically altered the way many expats are now able to access their retirement funds. The changes, which came into force in April 2015, ended the age of annuity-by-default and allowed people to take multiple tax-free sums, have flexible options regarding income drawdown and provided more scope for expat pensions and transfers into schemes such as SIPPs and QROPS.

However, although these changes have been empowering, they do place a greater emphasis on the need for trusted expat financial advice, particularly for those who wish to maintain the same standard of living they have enjoyed while working once they are retired and have to live entirely of the retirement income generated by their pensions and other assets.

Read More

Select your country

Please select your country of residence so we can provide you with the most relevant information:

You are currently viewing the Blacktower Financial Management EU website.

You may be looking for the Blacktower United States website.

Blacktower United States > X Stay on this site

Or choose your country.