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Seville, December 1, 2022.-
The event organized by Finect brings together the best financial advisors in the country and has included the manager among its award-winners
The Finect Asesor Top contest was born in 2018 with the aim of highlighting good financial advice and making visible the need for this professional figure to guide and accompany the client in managing their finances. This year the fifth edition of the contest has been held and among the winners is Iratxe Panadero, team manager in Bilbao.
The meeting took place at a particularly delicate time for the markets, where almost all financial assets have suffered losses in 2022, so this situation highlights the importance of having good financial planning, a service that SafeBrok offers without obligation to all its clients.
The proposals presented by the advisers in the talent show were voted on both by the jury represented by BNY Mellon IM, JP Morgan AM and the collaboration of the association of financial advisers EFPA Spain as well as by the profiles of investors and the public that has followed the contest. live.
Iratxe Panadero has been chosen as the winner for the proposal presented to Sandra López, a 47-year-old woman who has a large savings capacity and seeks to increase her capital to maintain her standard of living in retirement. The SafeBrok winner opted for diversification and also sought to design a proposal adapted to the characteristics and needs of the future client. Likewise, she pointed out the need to have a legal adviser and a tax adviser in the team to offer a comprehensive service to the investor.
From SafeBrok they are very proud of the recognition received because it is the first time they have competed and they have managed to win one of the prizes.
“It is no coincidence that two Safebrok advisors have been among the 9 finalists in this fifth edition. Next year we will return with new proposals and managers because there is a lot of talent in the company,” says Borja Prados, CEO of SafeBrok .
The Top Advisor 2022 final can be found on the Finect YouTube channel.
Contact
Contact name: Fatima Franco
Contact phone: 491703432086
