Michael Duale Apfs Chartered Financial Planner Email & Phone Number
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Michael Duale Apfs Chartered Financial Planner is listed as Michael Duale True Potential Wealth Partner at True Potential LLP, a with 1208 employees, based in Long Stratton, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Michael Duale Apfs Chartered Financial Planner.
Michael Duale Apfs Chartered Financial Planner previously worked as Chartered Financial Planner at Md Wealth Management Associated Partner Practice Of St. James’S Place Wealth Man and Principal at Md Wealth Management Associated Partner Practice Of St. James’S Place Wealth Management. Michael Duale Apfs Chartered Financial Planner holds Bachelor'S Degree, Financial Planning And Services from Chartered Insurance Institute.
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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
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Michael Duale Apfs Chartered Financial Planner work experience
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Chartered Financial Planner
Principal
CurrentAssociate Partner Practice of St.James's Place Wealth Management
Director
CurrentWe 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**
Associate Partner Practice Of St. James’S Place
CurrentFor more information visit www.md-wealthmanagement.co.ukEmail michael.duale@sjpp.co.ukOffice 01603 948115Mobile 07583067635
Leadership Team
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
Brand Manager
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.
Ipswich Manager
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
General Sales Manager
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.
Commercial General Sales Manager
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.
Sales Manager
Business Manager
Sales Executive
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
Colleagues at True Potential LLP
Other employees you can reach at tpllp.com. View company contacts for 1208 employees →
Rob Ellerton
Colleague at True Potential LlpBridlington, England, United Kingdom
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GJ
Gareth Jones
Colleague at True Potential LlpCoventry, England, United Kingdom
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RW
Rachael Wood
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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JB
Jo Bracewell Dipfa Macq
Colleague at True Potential LlpWorcestershire, England, United Kingdom
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RM
Rida Mustafa Qureshi
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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JM
Jack Miller
Colleague at True Potential LlpGreater Portsmouth Area, United Kingdom
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DT
David Toner
Colleague at True Potential LlpDurham, England, United Kingdom
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SO
Samantha O'Kane
Colleague at True Potential LlpNewcastle Upon Tyne, England, United Kingdom
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RI
Raymond Imrie
Colleague at True Potential LlpGreater Edinburgh Area, United Kingdom
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CT
Catherine Tonge
Colleague at True Potential LlpWashington, England, United Kingdom
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Michael Duale Apfs Chartered Financial Planner education
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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 True Potential LLP?
Michael Duale Apfs Chartered Financial Planner is listed as Michael Duale True Potential Wealth Partner at True Potential LLP.
Where is Michael Duale Apfs Chartered Financial Planner based?
Michael Duale Apfs Chartered Financial Planner is based in Long Stratton, England, United Kingdom while working with True Potential LLP.
What companies has Michael Duale Apfs Chartered Financial Planner worked for?
Michael Duale Apfs Chartered Financial Planner has worked for True Potential Llp, Md Wealth Management Associated Partner Practice Of St. James’S Place Wealth Man, Md Wealth Management Associated Partner Practice Of St. James’S Place Wealth Management, The Practice Bridge, and St. James’S Place Wealth Management.
Who are Michael Duale Apfs Chartered Financial Planner's colleagues at True Potential LLP?
Michael Duale Apfs Chartered Financial Planner's colleagues at True Potential LLP include Rob Ellerton, Gareth Jones, Rachael Wood, Jo Bracewell Dipfa Macq, and Rida Mustafa Qureshi.
How can I contact Michael Duale Apfs Chartered Financial Planner?
You can use AeroLeads to view verified contact signals for Michael Duale Apfs Chartered Financial Planner at True Potential LLP, including work email, phone, and LinkedIn data when available.
What schools did Michael Duale Apfs Chartered Financial Planner attend?
Michael Duale Apfs Chartered Financial Planner holds Bachelor'S Degree, Financial Planning And Services from Chartered Insurance Institute.
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