DPM Finanzas is a leading company in Independent Financial Advisory
The headquarters of La Razón hosted the delivery of the V Community of Madrid Awards.
The event was chaired by the president of the Assembly of Madrid, Eugenia Carballedo, which was attended by the director of La Razón, Francisco Marhuenda, and the CEO of the newspaper, Andrés Navarro.
The prestigious newspaper and the Community of Madrid itself highlight, recognize and promote business and professional talent in the region. Several categories are awarded, from business leadership to technological innovation
In this fifth edition, DPM Finanzas has been awarded as a Leading Independent Financial Advisory Company 2023.
Celebrating Excellence in Financial Advisory
A gala that brought together 25 distinguished companies driving the economy in the Community of Madrid, recognizing the effort and dedication of the award-winning companies and their role in the business fabric of the Community.
The Community of Madrid Awards has highlighted DPM Finanzas for its transparent model without any conflict of interest. Their commitment to independence and excellence in customer service has allowed them to build a solid reputation in the financial sector.
A recognition that praises a trajectory of more than 10 years championing Independent Financial Advisory in Spain, as pointed out by Carlos Farrás, founder and CEO of the company.
In his speech, Carlos thanked the president of the Assembly of Madrid as well as the newspaper La Razón for delivering this award. He also had a few words of recognition to the entire team that integrates DPM Finanzas for their effort and dedication and special thanks to the clients of DPM Finanzas for the trust placed during all this time, since without them this acknowledgment would not be possible.
Independent Financial Advisory, a role model.
Subsequently, Farrás wanted to emphasize the pioneering nature of DPM Finanzas as a promoter of the Independent Financial Advisory model in our country. Even nowadays a great unknown, but it already has the trust of numerous individuals, entrepreneurs, family groups and non-profit institutions.
A unique model in which, in the particular case of DPM Finanzas, has renounced developing its own product, providing other investment services or belonging to a larger financial group to avoid any conflict of interest.
A model where the advisor’s only source of remuneration comes exclusively from his clients; and which is being debated today within the European Union as the model to be followed by the entire financial sector.
Characteristics of a leading Independent Financial Advisory company
A leading independent financial advisory company is distinguished by several key characteristics.
1. Service excellence
Committed to providing remarkable service to their clients, including understanding their needs and goals, identifying the most appropriate solutions, clearly explaining the options available and givng attention to detail in all aspects of their relationship.
Highly trained financial advisors who work closely and collectively with investors, making sure they deeply understand their unique needs and goals.
Provide clear and accurate information about the services offered, associated costs and potential risks. Transparency also extends to communication, as the company must be proactive in keeping its clients informed about changes in the financial market and how they may affect their investments.
Always looking for ways to improve their services and solutions, using state-of-the-art technologies and tools and adapting to changes in the financial market and the needs of their customers.
Exclusive remuneration by customers, not having its own producer and not being linked to any financial institution, allows them to offer a greater variety of products and services, with greater objectivity in its recommendations and having the ability to seek impartial and personalized solutions for each client.
Invest without conflicts of interest
This Community of Madrid 2023 award, as a leading independent financial advisory company, isthe recognition of a new model of ethical, transparent, independent and committed investment with its clients; to an innovative and proactive business spirit.
It is the confirmation that other ways of investing are possible and are needed.
Pioneers in independent advice.