Dan Mcnamara Email and Phone Number
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Chartered Independent Financial Planner (the top qualification for planners and advisers) with a Chartered Independent Financial Advice firm. Based in Reigate Surrey. Working with client to identify and achieve their financial and life objectives with a view to increasing wellbeing throughout their working lives, into retirement and beyond. Our approach is holistic as all financial decisions are interconnected and affect overall financial wellbeing.Most of our planning work is related to pensions and investments (with related tax planning), protection (life assurance, whole of life assurance, critical illness cover and income protection), estate planning and inheritance tax planning. As chartered financial advisers, we are qualified and authorised to advise on the full range of retail investment products.For potential new clients, the fist meeting (usually no more than an hour) is at our expense and without any obligation either way . Thereafter, once we clarify how we can help a client to achieve their objectives, we agree a fee before proceeding to work with client.We are authorised and regulated by the Financial Conduct Authority (FCA). The regulated financial products that we recommend are covered by the Financial Services Compensation scheme. This means that in the event of fraud or misrepresentation clients may be able to pursue a claim for compensation.
Thurlowe Clarke Ltd
View- Website:
- thurlowe-clarke.co.uk
- Employees:
- 3
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Chartered Independent Financial Adviser - DirectorThurlowe Clarke Ltd Nov 2009 - PresentReigate SurreyAs 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. -
National Account ManagerAkvinta Vodka Uk Apr 2009 - Aug 2009London, United KingdomSetting 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.
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Account Manager - Driving Distribution For Drinks Brand OwnersBox Marketing Oct 2008 - Apr 2009Thame, England, United KingdomBox 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.
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Account DirectorField Sales Solutions Jan 2008 - Aug 2008Field 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.
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Sales ConsultantAkvinta Vodka Sep 2007 - Dec 2007London, United KingdomNew 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.
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Business Development Manager Leased And Tenanted PubsYoung & Co Brewery, London Apr 2004 - Mar 2007London, United KingdomDelivering 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. -
Senior National Account ManagerYoung & Co Brewery, London Sep 1997 - Mar 2004Created, 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 ManagerScottish Courage Ltd, Surrey Feb 1995 - Sep 1997Trade 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.
Dan Mcnamara Skills
Dan Mcnamara Education Details
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Chartered Insurance InstitutePersonal Finance -
Distinction -
Diploma In Marketing -
2:1 Honours
Frequently Asked Questions about Dan Mcnamara
What company does Dan Mcnamara work for?
Dan Mcnamara works for Thurlowe Clarke Ltd
What is Dan Mcnamara's role at the current company?
Dan Mcnamara's current role is Independent Chartered Financial Adviser - Director at Thurlowe Clarke Ltd. Helping people plan to achieve better financial outcomes and overall wellbeing throughout their career, into retirement and beyond..
What is Dan Mcnamara's email address?
Dan Mcnamara's email address is dp****@****ail.com
What is Dan Mcnamara's direct phone number?
Dan Mcnamara's direct phone number is +4479827*****
What schools did Dan Mcnamara attend?
Dan Mcnamara attended Chartered Insurance Institute, Kingston University, Chartered Institute Of Marketing, University College Cork.
What skills is Dan Mcnamara known for?
Dan Mcnamara has skills like Management, Strategy, Business Planning, Marketing, Business Development, Salesforce.com, Marketing Strategy, Sales, Leadership, Negotiation, Beer, Retail.
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Dan McNamara
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Dan McNamara
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Dan McNamara
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