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.
Time may be running out for British retirees to move to Portugal in order to take advantage of its valuable Non-Habitual Resident tax programme. Currently, talk abounds that the scheme will come to an end in 2018 and be replaced with a 10% net expat tax regime from the first day of the New Year. Luckily, for those who feel they may be tempted by a move to Portugal, any move before this cut-off date will ensure that they are able to enjoy the benefits of NHR status as they currently stand.
Many people have pension pots just sitting, not really doing anything, but at every stage in life it is very important that you should keep track of your retirement provision.