What is your special interest or particular field of expertise in the financial services sector right now?
Now I prefer to pass on my experience; I have been in this industry for over 30 years. I like to ‘coach’ and ‘support’ others and help them get the best from their roles. At the same time, I love being able to work at the forefront and help support the direction the business is going in.
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?
Adding value; however big or small.
What’s special about working at Blacktower?
What isn’t! It is a brand I have had the honour to support and help mould for the last 11 years. I am passionate about the Brand and our Reputation; and the principles we stand for.
Right now, what is your one piece of invaluable information for expats or anyone seeking retirement planning and wealth management advice?
Do your homework; check and double check on the firm and adviser you are dealing with. I have spent 11 years helping build and protect the brand and reputation of this business – prospective clients need to feel safe with the people that are giving them advice. We have a robust approach to business and advice.
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 being involved; by being an important part of this industry and at the forefront of change and development.
Tell us an interesting fact about yourself.
I love to cook; and be creative in the kitchen!
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.
Life is inherently risky: if we did not accept risks as an inevitable part of life, we would never leave our homes or attempt to alter or improve the circumstances which lie ahead. So, we must negotiate a certain amount of risk while avoiding the most obviously dangerous situations.
Generally speaking, saving money and planning for your future are two key aspects of financial planning. So, getting this right as early as possible should be one of your main priorities, to ensure that there are no nasty surprises down the line. There are a multitude of reasons that you might choose to put money aside, such as for a “rainy day fund”, a house purchase, your children’s education or making sure that you can retire comfortably.