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Female Finance: International Women’s Day

“I wish more women would become financial advisers; it’s an excellent career but it’s not an easy life. The profession is dominated by men, but I urge women who begin a career in finance not to emulate the way men work. Women tend to have a unique skill set that is ideally suited to this role, and the ability to really listen and understand a client’s needs. To make life easier I would find a mentor: a woman, if you can.”

Christina Brady – Associate Director

I’m proud to be a woman in finance. For almost 20 years now, I’ve been offering my support and advice to a wide range of clients, most notably expats living in Spain.

My advice to women starting in the financial services is: know your worth. Don’t try and conform to how others do things – be the best version of yourself and play to your strengths. Now more than ever you’re going to be dealing with female clients and you will be able to use your innate empathy to build a relationship of trust.

Also, be resilient. You may spend a lot of time answering questions on subjects outside of your area of expertise. It can be a hectic job with long hours so don’t forget to make time for yourself, whether that’s doing yoga, reading or enjoying a nice big glass of Rioja!

Lucia Melgarejo – International Financial Adviser

Women need to support women. Share knowledge, share experiences and share insights – it’s this foundation that yields the most success, the best reputations and the highest levels of integrity.

I would sum up my approach to a career in finance as follows:

  1. Never sell yourself short
  2. Step up and take responsibility
  3. Know your objectives
  4. Pick a female mentor
  5. Run your own race

Working in financial services can present endless opportunities for those who cultivate positive, enduring relationships, always keep learning and put their clients at the heart of every effort.”

Manuela Robinson – Joint Country Manager

“Always be yourself, because that’s your biggest strength. Don’t think of yourself as a woman in a man’s world because you’re not – you’re an equally qualified individual and never forget it. Sometimes a woman is at an advantage in that we have a different set of skills, whether you’re a partner, mother, family organizer, party planner, listener or a friend!”

Rosemary Sheppard – International Financial Adviser

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.

Other News

Brexit? What should I do about Tax and Residencia?

Spain flag and victory signBy now you are probably really fed up hearing about Brexit!  Yet, it’s important that you are prepared financially; not just for a Deal or NO Deal Brexit, but also by being ready to meet the Spanish requirements for living in the country. 

You will have, no doubt, heard lots of horror stories about what Brexit means either way for UK expats and I do not intend to go into that here. Having said that, please read on, as I explain some fundamental issues that may need your attention sooner, rather than later.

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Spotlight On … Peter Button – International Financial Adviser

Peter ButtonHow / why did you get into your line of work in the financial services sector?

I actually entered the financial services sector by chance. In 2012 I was studying my Masters in Finance when I was cold called to meet with a financial advisor (back in the days when cold calling was normal). I frankly answered that I had no funds to invest, but if they had a job for me then we could continue the conversation. Two weeks later I was employed as a junior assistant in the team and the rest, as they say, is history.

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