Michael Duale APFS Chartered Financial Planner

Michael Duale APFS Chartered Financial Planner

Followers of Michael Duale APFS Chartered Financial Planner2000 followers
location of Michael Duale APFS Chartered Financial PlannerLong Stratton, England, United Kingdom

Connect with Michael Duale APFS Chartered Financial Planner to Send Message

Connect

Connect with Michael Duale APFS Chartered Financial Planner to Send Message

Connect
  • Timeline

  • About me

    Principal @ MD Wealth Management | Chartered financial Planner

  • Education

    • Chartered Insurance Institute

      -
      Bachelor's degree Financial Planning and Services

      Chartered financial planner

  • Experience

    • Hammond Land Rover

      Mar 1997 - May 2014

      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

      • Sales Manager

        Mar 2004 - May 2014
      • Business Manager

        Mar 2002 - May 2004
      • Sales Executive

        Mar 1997 - May 2002
    • Robinsons Motor Group

      May 2014 - Feb 2016

      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. 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.

      • General Sales Manager

        Jan 2015 - Feb 2016
      • Commercial General Sales Manager

        May 2014 - Jan 2015
    • Hammond Cars Ltd

      Feb 2016 - Jul 2016
      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

    • Holden Group

      Jul 2016 - Jan 2018
      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. Show less

    • St. James’s Place Wealth Management

      Jan 2018 - now
      Associate Partner Practice of St. James’s Place

      For more information visit www.md-wealthmanagement.co.ukEmail michael.duale@sjpp.co.ukOffice 01603 948115Mobile 07583067635

    • MD Wealth Management Associated Partner Practice of St. James’s Place Wealth Management

      Jan 2018 - now
      Chartered Financial Planner

      Associate Partner Practice of St.James's Place Wealth Management

    • Networking for Good

      Apr 2020 - Jan 2023
      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 Show less

    • The Practice Bridge

      Aug 2024 - now
      Director

      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** Show less

  • Licenses & Certifications

    • Chartered financial Planner

      Professional Financial Services (PFS)
      Aug 2023