Michael Duale Apfs Chartered Financial Planner

Michael Duale Apfs Chartered Financial Planner Email and Phone Number

Michael Duale True Potential Wealth Partner @ True Potential LLP
Long Stratton, GB
Michael Duale Apfs Chartered Financial Planner's Location
Long Stratton, England, United Kingdom, United Kingdom
About Michael Duale Apfs Chartered Financial Planner

I'm Michael Duale, Principal of MD Wealth Management. I founded MD Wealth Management, driven by a frustration with financial advisers who relied on jargon and complexity, lacking a personal touch. Recognizing the deeply personal nature of finances, I saw the need for a more human approach to financial planning, especially during key moments in life.My mission is to redefine wealth management, steering away from the perception of distant, profit-centric advisers. Instead, we aim to provide a professional and expert service without sacrificing the creation of genuine, friendly, and enduring relationships with each client.As a business, our goal is to make doing business with us not only profitable but also a pleasure. We are passionate about unravelling the complexities of financial services and offering clients a sense of well-being through clear and open communication. Leveraging a range of products and services, we strive to protect clients, their families, and businesses where applicable. Our approach begins with people and culminates in tailor-made financial solutions that precisely meet their needs. Experience the difference when you meet with us!For more information visit www.md-wealthmanagement.co.ukEmail michael.duale@sjpp.co.ukOffice 01379 415511Mobile 07583067635MD Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.SJP Approved 22/11/2023

Michael Duale Apfs Chartered Financial Planner's Current Company Details
True Potential LLP

True Potential Llp

View
Michael Duale True Potential Wealth Partner
Long Stratton, GB
Website:
tpllp.com
Employees:
1208
Michael Duale Apfs Chartered Financial Planner Work Experience Details
  • True Potential Llp
    Michael Duale True Potential Wealth Partner
    True Potential Llp
    Long Stratton, Gb
  • Md Wealth Management Associated Partner Practice Of St. James’S Place Wealth Man
    Chartered Financial Planner
    Md Wealth Management Associated Partner Practice Of St. James’S Place Wealth Man
    Long Stratton, Gb
  • Md Wealth Management Associated Partner Practice Of St. James’S Place Wealth Management
    Principal
    Md Wealth Management Associated Partner Practice Of St. James’S Place Wealth Management Jan 2018 - Present
    Norwich, United Kingdom
    Associate Partner Practice of St.James's Place Wealth Management
  • The Practice Bridge
    Director
    The Practice Bridge Aug 2024 - Present
    King'S Lynn, England, United Kingdom
    We take all the hassle out of paraplanning and administration and empower SJP advisors and practices to focus on what they do best - delivering outstanding financial advice and client service!Why are we different?We’re SJP specialists and fully integrated with SalesforceWe’re more flexible, tailoring solutions so you only pay for what you really need/can affordWe’re a one-stop shop – where else can you get all this from one trusted partner?- Administration- Paraplanning- Leadership coaching and mentoring- Practice Processes reviews and best practice audits- HR Guidance Our team has over 75 years of combined experience of working within the industry, leading and growing financial services practices.Call us today to discuss how we can help.** The Practice Bridge provides services to the representatives of SJP. There is no endorsement or formal agreement held with St. James‘s Place Wealth Management Group**
  • St. James’S Place Wealth Management
    Associate Partner Practice Of St. James’S Place
    St. James’S Place Wealth Management Jan 2018 - Present
    London And Norwich
    For more information visit www.md-wealthmanagement.co.ukEmail michael.duale@sjpp.co.ukOffice 01603 948115Mobile 07583067635
  • Networking For Good
    Leadership Team
    Networking For Good Apr 2020 - Jan 2023
    Norwich, England, United Kingdom
    Establishing a rapidly growing new networking group for a new era of business networking online.During the covid19 crisis, a group of entrepreneurs decided to have an impromptu zoom meeting to support one another. This led to another meeting and another meeting. And then you think, "Wow this could be the future of national & international networking."Vision: “To Build The World’s Largest & Most Successful ‘New Age’ Networking Group”Mission: To enable a large number of like-minded business owners, entrepreneurs & decision-makers to come together, share inspiration, energy, enthusiasm and passion mixed with a desire to help each other and do good around the world.Early days success: “Wow what an experience, I can’t wait until next Monday…”If this piques your interest read on...We're a group of Like-Minded Business Owners & Decision Makers who meet every Monday @ 11am BST for a virtual group networking - here to support each other through referrals, passion and energy.Critically it's not just about "what" we do it's about "why" we do it! Some may refer to it as #ProfitandPurpose or #BeyondCSR. Many of us are signed up to support the United Nations Sustainable Development Goals and embed #BusinessforGood elements in the way we operate.We're generous networkers, and we provide Business Networking with a twist!At our core is a belief in "Good For Five":1. Your Business Growth2. Your Time3. Your Pocket4. The Environment5. Good CausesAgenda:- Intro & Purpose- Member & Visitor Intro's- Breakouts- Education- Success- Announcements- Call To ActionIf you'd like to attend a networking event and experience networking with a difference the NfG difference register here: https://zoom.us/meeting/register/tJcoduCprT8qGdDQJQ3P14kAp4aLUpWlPgdX
  • Holden Group
    Brand Manager
    Holden Group Jul 2016 - Jan 2018
    Norwich, United Kingdom
    I was recruited to rebuild a fractured sales team, provide an outstanding customer experience and to deliver a stretch budget based on the significant growth potential of the Volvo brand.I achieved this through attracting talented sales professionals, quickly integrating them into the team by agreeing shared goals and values. I also introduced some fun to the working environment along the way. Together we then focussed on nailing the daily basic details with consistent processes whilst always striving for continual improvement and marginal gains.
  • Hammond Cars Ltd
    Ipswich Manager
    Hammond Cars Ltd Feb 2016 - Jul 2016
    Ipswich, United Kingdom
    Am looking forward to bringing a fresh view on an already successful business to enhance profitability and processes.In my first four months profit has increased over 60% and units by nearly 50%Now have a great team with great processes working to be the best used car dealer in east anglia
  • Robinsons Motor Group
    General Sales Manager
    Robinsons Motor Group Jan 2015 - Feb 2016
    Lowestoft, Suffolk, United Kingdom
    Being successful in my previous role I have been moved over to our Lowestoft branch.My aim is to make Lowestoft the place to buy their Volkswagen. I'm am building a fantastic team around me to give the customers the experience they deserve.Working with the whole site, which is multi franchise we are building a great team ethic to achieve our targets.
  • Robinsons Motor Group
    Commercial General Sales Manager
    Robinsons Motor Group May 2014 - Jan 2015
    Norwich, United Kingdom
    I was given the opportunity to help a site, with strong decision making and a lot of team work we turned the VW Van centre into a great place to work.I identified our market place and then built the business around it. Working with the manufacturer to achieve targets and goals.In the six months we win two national awards from VW which I am proud of.
  • Hammond Land Rover
    Sales Manager
    Hammond Land Rover Mar 2004 - May 2014
  • Hammond Land Rover
    Business Manager
    Hammond Land Rover Mar 2002 - May 2004
  • Hammond Land Rover
    Sales Executive
    Hammond Land Rover Mar 1997 - May 2002
    Starting on the shop floor as an apprentise Sales Executive in 1997, I then progressed into an experienced Sales Executive selling over 140 Land Rovers a year (No fleet) I then moved in to the Business Manager role and increased penetration and income by 63%Then in 2007 I became Sales Manager and have increased sales and performace in our local area

Michael Duale Apfs Chartered Financial Planner Education Details

Frequently Asked Questions about Michael Duale Apfs Chartered Financial Planner

What company does Michael Duale Apfs Chartered Financial Planner work for?

Michael Duale Apfs Chartered Financial Planner works for True Potential Llp

What is Michael Duale Apfs Chartered Financial Planner's role at the current company?

Michael Duale Apfs Chartered Financial Planner's current role is Michael Duale True Potential Wealth Partner.

What schools did Michael Duale Apfs Chartered Financial Planner attend?

Michael Duale Apfs Chartered Financial Planner attended Chartered Insurance Institute.

Who are Michael Duale Apfs Chartered Financial Planner's colleagues?

Michael Duale Apfs Chartered Financial Planner's colleagues are Steven Rutter, Holly Luther, Samantha O'kane, Andy Deere Dip Pfs, Darren Magee, Graeme Lennox Dipfa, Megan Mclaughlin.

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