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.
At the moment, politicians across the world – especially, it seems, in the UK – are in the spotlight regarding their tax affairs. Banks, however, will also soon be in the spotlight, as by Friday 15th April they have been told to hand any information regarding their dealings with the law firm at the centre of the Panama Papers over to the UK’s Financial Conduct Authority.
When an expat is faced with the question of what to do with their pension, there are several options available to them. And it’s important to understand everything that could be beneficial for your pension pot because very few countries offer their citizens high standard pension systems, as shown by the latest Melbourne Mercer Global Pension Index, which ranks the pensions provided by the governments of 30 countries.