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@thurlowe-clarke.co.uk
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2 phones found area 798
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Dan Mcnamara is listed as Chartered Independent Financial Adviser - Director at Thurlowe Clarke Ltd, a company with 3 employees, based in Reigate, England, United Kingdom. AeroLeads shows a work email signal at thurlowe-clarke.co.uk, phone signal with area code 798, and a matched LinkedIn profile for Dan Mcnamara.
Dan Mcnamara previously worked as National Account Manager at Akvinta Vodka Uk and Account Manager - Driving distribution for drinks brand owners at Box Marketing. Dan Mcnamara holds Chartered Financial Planner, Personal Finance from Chartered Insurance Institute.
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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.
Listed skills include Management, Strategy, Business Planning, Marketing, and 17 others.
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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.
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.
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.
AF1 Advanced Diploma Personal Tax and Trust Planning AF3 Advanced Diploma Pension Planning AF4 Advanced Diploma Investment Planning AF5.
Masters in Business Economics - a two year part time course.
Activities and Societies: Chairman Surrey Branch of CIM 2002 - 2005 Membership of the Chartered Institute of Marketing
Batchelor of Commerce - a four year business degree, majoring in Management and Marketing
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Dan Mcnamara works for Thurlowe Clarke Ltd.
Dan Mcnamara is listed as Chartered Independent Financial Adviser - Director at Thurlowe Clarke Ltd.
AeroLeads has found 1 work email signal at @thurlowe-clarke.co.uk for Dan Mcnamara at Thurlowe Clarke Ltd.
AeroLeads has found 2 phone signal(s) with area code 798 for Dan Mcnamara at Thurlowe Clarke Ltd.
Dan Mcnamara is based in Reigate, England, United Kingdom while working with Thurlowe Clarke Ltd.
Dan Mcnamara has worked for Thurlowe Clarke Ltd, Akvinta Vodka Uk, Box Marketing, Field Sales Solutions, and Akvinta Vodka.
You can use AeroLeads to view verified contact signals for Dan Mcnamara at Thurlowe Clarke Ltd, including work email, phone, and LinkedIn data when available.
Dan Mcnamara holds Chartered Financial Planner, Personal Finance from Chartered Insurance Institute.
Dan Mcnamara is listed with skills including Management, Strategy, Business Planning, Marketing, Business Development, Salesforce.Com, Marketing Strategy, and Sales.
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