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MD Wealth Management
  • Financial Planning, Insurance services, Investment Managers, Mortgage Advisors, Wealth Management

Our philosophy is simple; we will help you make informed financial decisions in order to achieve your goals and ensure peace of mind for you and your family. We will provide a highly personalised financial advice for you, your family or business.

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About MD Wealth Management

Michael Duale is the Principal of MD Wealth Management, a financial planning business in the heart of Norfolk.

Michael’s philosophy has always been simple; to help others achieve their aims by building long term, trusted relationships with clients. Whether that be helping people to attain freedom and lifestyle through the sale of cars (Michael joined the motor industry in 1997 with Hammond Land Rover in Halesworth) or through his current business of empowering clients to take control of their finances, providing them with peace of mind for the future. Throughout his career Michael has worked for family run, local businesses that share his personal values of putting people at the heart of everything you do.

At the milestone birthday of turning 40, having celebrated more than 21 years in the automotive industry and over a decade in senior management roles, Michael felt the time was to refocus his career and stretch himself further. He had long held an ambition that one day he would work for himself. He met with a life coach who helped him to gain clarity around his skills, priorities and ambitions. Through the process of documenting his life plan, he set a big personal goal – to set up and run his own Practice in the financial services sector.

These are less certain times as Brexit, low interest rates and rising inflation continue to impact. Many people put off organising their finances because they are unsure of what to do and who to trust for advice. It’s something they plan to get around to doing one day. Michael felt strongly that he would be able to help people navigate these economic conditions by providing expert financial planning advice in his own friendly, accessible way.

With a career already built entirely on his excellent personal reputation, credibility in this new venture was a top priority. He chose to study and become an Associate Partner Practice of St. James’s Place Wealth Management, a prestigious British FTSE 100 company which guarantees the suitability of the advice given by its members. What followed was many hours of studying, training, observed mentoring, exams and assessments. Michael thrived on the challenge, his natural curiosity re-engaged he relished the opportunity of meeting so many new people whilst he built his business plan. And so it was that now fully qualified, he established MD Wealth Management.

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With a career already built entirely on his excellent personal reputation, credibility in this new venture was a top priority. He chose to study and become an Associate Partner Practice of St. James’s Place Wealth Management, a prestigious British FTSE 100 company which guarantees the suitability of the advice given by its members. What followed was many hours of studying, training, observed mentoring, exams and assessments. Michael thrived on the challenge, his natural curiosity re-engaged he relished the opportunity of meeting so many new people whilst he built his business plan. And so it was that now fully qualified, he established MD Wealth Management.

Now Michael is able to help clients with their inheritance tax, mortgages, pension planning, insurances, savings, retirement and investment planning. He can provide business clients with guidance on corporate financial planning, benefits, protection for key people, tax and pension planning.

Looking back on his journey so far, Michael reflects that his real sense of satisfaction comes from playing a part in helping his clients realise their aspirations. Supporting them as their lives and families evolve, change and grow. From turning one day, into day one.

MD Wealth Management is based in Norwich. For personalised, jargon free, friendly advice guaranteed with the backing of St. James’s Place, why not start planning your financial future now?

Your home may be repossessed if you do not keep up repayments on your mortgage.

MD Wealth Management

  • md-wealthmanagement.co.uk
  • 1 employees
  • 2 Queens House
    The Street
    Long Stratton
    NR15 2XG
  • 01379 415511
  • Who to contact
    Michael Duale
    michael.duale@sjpp.co.uk

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Why Norwich?

Norwich is a £10 billion economy with 24,000 businesses and nearly 160,000 jobs of which 11,610 are in financial and related professional services. It benefits from proximity to hubs of financial and business activity in London, Cambridge and Ipswich.

Over 200 years in the making, Norwich is recognised as a centre of excellence in insurance, financial and professional services. Norwich is one of the largest general insurance markets in Europe with the 2nd highest concentration of insurance jobs in the UK (ONS, 2016). In addition to attractive career opportunities, it offers outstanding quality of life, and the benefits of living in a vibrant, affordable, culturally advanced and accessible city.

Norwich is the home of important businesses and brands in financial services and insurance that are taking advantage of the unique ‘value’ on offer.

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