Milada Fitzgerald Ba, Dippfs, Efa Email & Phone Number

Marbella, Al, Es

Europe / Global

W1 was started by Chartered Advisors frustrated with the quality of Financial Services abroad, and are leading the way in changing the common misconceptions of offshore advisors. We are the only company that have our advisors qualified to Level 6 & 7, which shows our ongoing commitment to our clients and our industry.Though I am the Regional Manager for the Spanish office of W1, my scope is truly global, and I travel across Europe and beyond from my Marbella base, delivering tailor-made… Show more W1 was started by Chartered Advisors frustrated with the quality of Financial Services abroad, and are leading the way in changing the common misconceptions of offshore advisors. We are the only company that have our advisors qualified to Level 6 & 7, which shows our ongoing commitment to our clients and our industry.Though I am the Regional Manager for the Spanish office of W1, my scope is truly global, and I travel across Europe and beyond from my Marbella base, delivering tailor-made professional financial advice to private clients.My areas of expertise include inheritance & estate planning, retirement planning and lump sum investment.As a manager I am responsible for various aspects of recruitment & training. I pride myself on my ability to work with and nurture a team in a positive and enjoyable environment. Show less

Marbella Area, Spain

I was deVere Western Europe's youngest ever Area Manager, succeeding in a male-dominated industry by constantly raising the benchmark for high quality advice and financial planning.Area Manager responsibilities include:- Managing a large team of consultants and coordinators.- Offering my expertise across many cases and clients. - Caring for my extensive clientele across Andalucia and wider Spain.- Creating personalised financial solutions for high net-worth clients… Show more I was deVere Western Europe's youngest ever Area Manager, succeeding in a male-dominated industry by constantly raising the benchmark for high quality advice and financial planning.Area Manager responsibilities include:- Managing a large team of consultants and coordinators.- Offering my expertise across many cases and clients. - Caring for my extensive clientele across Andalucia and wider Spain.- Creating personalised financial solutions for high net-worth clients. I have thrived in this role, reaching many targets and consistently setting the benchmark for compassionate and professional financial advice. Our range of services include but are not limited to; international savings, FATCA, bonds, retirement planning, life insurance, pension transfers, education planning and many more. Not only are our services extensive, but we can also offer our clients unique products that are exclusive to deVere Group. Show less

Norwich, United Kingdom

Diploma Of Regulated Financial Planning (Dippfs)

Level 3 Certificate In Wealth Management

Certificate, International Introduction To Investment Award

Bachelor Of Science (Bsc), Business Economics

Bachelor Of Science Bsc, Finance & Management