Dan Mcnamara Email & Phone Number

Reigate Surrey

As Chartered Financial Advisers, we are authorised to advise on all regulated retail investment products. (Other firms may be 'restricted' which means they are able to advise on a limited number of retail investment products). Before recommending any product we research the whole of the market in order to find the product that best matches the clients needs.Most of our work is related to Pensions, Investments (and related tax planning), Protection (life assurance, whole of life assurance, critical illness cover, income protection), Estate Planning and Inheritance Tax planning.Our role is to provide impartial independent advice to our clients. We usually (unless we are specifically asked not to) take a holistic approach as all personal financial decisions are interconnected. We have no financial connection or allegiance to any provider of financial services.We are happy to provide one off advice/ transaction services or we can help with on-going financial planning, depending the clients needs.Our fees are based on the complexity and number of hours required to research and advise according to the clients requirements. We give an estimate of the cost of any advice/ transaction and often cap the total charge.I am a Fellow of the Personal Finance Society (FPFS). I have also achieved additional qualifications to provide advice on Pension Transfers, Mortgages, Equity Release and Long Care insurance. I have also been awarded a Masters in Business Economics (MSc) by Kingston University.Steve Murphy, my colleague at Thurlowe Clarke Ltd is also Chartered.

London, United Kingdom

Setting up the National Account business for Akvinta Vodka - the luxury vodka from Croatia. Securing listings and managing relationships, mostly with hotel and restaurant groups - Hilton, Radisson Edwardian, Marriott, Sheraton and many more prestige organisations and venues.

Thame, England, United Kingdom

Box Marketing is the leading driver of distribution points in the on-trade and convenicence channels. This is achieved mainly through telemarketing and field activity such as merchandising, staff engagement, sales drives, hit squads and so on.

Field Sales Solutions is a leading field marketing company with vast experience in successfully adding value for brand owners and introducing brands and experiences to consumers.Working with Coors On Trade the team focused on driving distribution in on-trade independent and leased outlets for Coors leading premium packaged lager brands.

London, United Kingdom

New Product Launch, Sales Planning and Development of On-Trade Distribution for Akvinta Vodka, a Super Premium Mediterranean Vodka from Croatia. Pursued a systematic campaign of cold calling and relationship building. Achieved listings for Akvinta in some of London's most desirable outelts including five star hotels and prestige bars, clubs and restaurants.

London, United Kingdom

Delivering the budgeted profit on 46 outlets by managing the tenants and lessees as required in each outlet. Recruited and removed tenants as required, negotiated outlet rents, developing and delivering business building activity on an outlet by outlet basis.

Created, managed and delivered category business plan for Young's on-trade national account customers including Enterprise Inns, Punch Pub Co, Spirit, M&B, S&N Pub Enterprises, Geronimo, Regent Inns, CT, Coors, S&N, IUK.Negotiated terms and managed ongoing business by building mutually beneficial relationships.Identified and developed new business opportunities with existing and new clients.Recruited, trained and managed a team of five sales professionals.

Trade Marketing for S&N nationwide salesforce. Devising and briefing marketing lead sales activity to salesforce to achieve company volume and profit targets.Developed and trained retail skills development programme. Devised sector strategy for Sports Clubs, rolled out on a national basis.

Chartered Financial Planner, Personal Finance

AF1 Advanced Diploma Personal Tax and Trust Planning AF3 Advanced Diploma Pension Planning AF4 Advanced Diploma Investment Planning AF5.

Master’S Degree, Business Economics, Distinction

Masters in Business Economics - a two year part time course.

Dipm, Diploma In Marketing

Activities and Societies: Chairman Surrey Branch of CIM 2002 - 2005 Membership of the Chartered Institute of Marketing

Bachelor’S Degree, Bachelor Of Commerce - Marketing And Management, 2:1 Honours

Batchelor of Commerce - a four year business degree, majoring in Management and Marketing