Marc Dueck

Experience

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  NatWest

  Aug 2006 - Nov 2016

  Understanding and supporting Businesses throughout the Coventry and Warwickshire area. Providing solutions such as asset aquisition, packaging lending deals, protection and mentor support. Managing the risk, performance and resourcing of a team of 10 Personal Mortgage Advisers. Working with key stakeholders in Business, Retail and Private Banking to maximise opportunity to help customers achieve their goals Managing the day-to-day running of a Full Banking Branch in Wokingham. Leading a team of 10+ staff to give a world class customer experience. Observation of staff providing coaching and feedback to maximise sales and service. (1 year secondement) Portfolio manager of the Banks top 5% high net worth clients. Performing Fact Finds to uncover opportunities to make and save clients money and improve their banking lives. Referring clients to key specialists such as Mortgages, Investments and Wealth Management. Participating in and arranging networking events.

  • Business Banking Relationship Manager

    Aug 2015 - Nov 2016

  • Area Mortgage Manager

    Nov 2013 - Aug 2015

  • Branch Manager

    Nov 2012 - Nov 2013

  • Private Banking Manager

    Aug 2006 - Nov 2012
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  Excel 121 Ltd

  Dec 2016 - Jan 2019

  Independent Mortgage and Protection Adviser

  Working closely with clients to help them buy their dream homes, fund home improvements and cater for all other mortgage needs by sourcing the most appropriate solution on the open market. This is all underpinned by making sure my clients have the most appropriate protection, to ensure the safety of themselves, their family and there business to meet their long term goals.Where other needs such as retirement planning and wealth management are uncovered, I can ensure clients see the right person.I cover the Midlands but also have great connections in Reading, Berkshire and Oxforshire Show less

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  ME Financial Services Ltd

  Jan 2019 - now

  Managing Director

  At ME Financial Services Ltd, we specialise in finding the right solutions for your clients Mortgage, Protection & Insurance needs. MORTGAGE ME - Whether it's buying your first home, finding a better deal or getting help with financial your complex property portfolio, we have it covered.PROTECT ME - Making sure you and your family have the right protection in place is something that is unfortunately often overlooked. We review our clients priorities and ensure they do not suffer financially should the worst happenINSURE ME - We make sure our clients treasured possessions have the right cover in placeWORK WITH ME - We have great working relationships with our in introducer's by building long term profitable relationships. If you are looking for a reliable, trust worthy team to help you and your clients, just ask ME Show less