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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

Tax Compliant Solutions for the Portuguese Tax Resident by Antonio Rosa, Regional Manager Lisbon

Golden Visa Portugal

Have you restructured your international investments?

On the 1st of January 2015, the Portuguese Tax Authorities brought about sweeping changes to its Personal Income Tax Legislation, specifically aimed at but not limited to, previously sheltered international investment structures. Six months into the 2015 fiscal tax year, there seems to be a wait and see attitude to the impending punitive tax burden that will be levied on investments held by both Portuguese nationals and Expat Tax Residents in Portugal. 

One thing I do know and that is many international and national people still live in the past, thinking Portugal is a laissez-faire country unable to, with efficacy, diligently collect its taxes. 

Read More

Cry, the beloved NS&I income bond

Originally launched by the UK Government as the Post Office Savings Bank in 1861, the NS&I provided the opportunity for both the public to save and as the government to fund the deficit. To encourage post war saving in 1956, Premium Savings Bonds were introduced – but not without some political and religious opposition. Despite the resistance, NS&I has since evolved into one the largest savings organisations in the UK and has approximately 25 million customers and more than £179 billion invested.

Read More

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