Learn who you’ll be working with

Cathal QFA; FCA

Managing Director; Wealth Planner and Retirement Planning

Cathal is Managing Director of Derradda Financial Services, overseeing strategy, operations, and client acquisition while managing key relationships to ensure high-quality financial advice and portfolio management for Wealth Management and Retirement Planning. Cathal holds both QFA and Chartered Accountancy designations and was a partner in an accountancy firm for 25yrs, providing services such as Taxation, Accounting, Financial Analysis, Wealth Management, Succession and Tax Planning.

Leticia QFA

Employee Benefits Manager and Senior Financial Advisor

Leticia is a fully qualified and experienced Financial Planner.  She focuses on client acquisition, with portfolios and provides full financial analysis.  She champions Large Group Company Pension Schemes (+150 employees), Employee Benefits, Pensions, Investments and Protection.  Leticia is fully QFA-accredited and currently studying a Level 9 qualification in Retirement Planning. She also holds a Bachelor’s Degree in Business Administration and Management.

Sandra APA – Pensions

Client Services and Marketing Manager

Sandra builds strong client relationships, managing onboarding and communications for both clients and Company Employee Benefit Scheme members. She drives marketing efforts, including customer communications, website content, newsletters, and social media initiatives. She is currently studying to complete her QFA and has APA in Pensions and Regulation. She holds a Degree in Business Studies; Diploma in Marketing Advertising and PR;  Brand Management; Web Design; and Digital Marketing.

Valentina APA – Pensions and Investments

Financial Planner and Client Services

Dedicated to the technical aspects of financial advice, Valentina conducts research, produces detailed reports, prepares client documentation, and helps shape Pension and Investment strategies. She also manages Small to Medium Company Pension Schemes. Valentina holds an APA in Pensions, Regulation and Investments and is on track to completing her QFA. She also holds a Degree in Industrial Engineering and a Diploma in Digital Marketing.

Pooja APA – Pensions

Data and Compliance Officer & Client Services

Responsible for ensuring compliance with regulatory standards, this role not just manages administrative workflows and data integrity. She conducts regular analyses of client’s investments to ensure they remain aligned with the clients’ financial goals and risk tolerance. This constitutes a core aspect of daily responsibilities, looking after Pensions, Investments and Protection – staying informed about the dynamic financial market landscape and evolving regulations. Pooja is currently studying for her full QFA and has an APA in Pensions and Regulation.  She also holds a Master’s of Science -Financial Technology;  Master’s of Commerce in Banking and Finance Degree, Bachelor’s of Commerce in Banking and Insurance, Individual Accountability Framework IAF.