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MD Wealth Management Associate Partner Practice of                       St. James's Place Wealth Management PLC logo
M

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

Norwich, Norfolk

MD Wealth Management Associate Partner Practice of                       St. James's Place Wealth Management PLC logo
M

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

Norwich, Norfolk

About

I'm Michael Duale, Principal of MD Wealth Management. My core personal values are based on the love and protection of my family. I enjoy living in the heart of Norwich City and all the surrounding beautiful counties of Norfolk and Suffolk have to offer.

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Q&A

Helping clients make the right decisions and to give jargon-free advice to help them on their financial journey.

Communication. In many walks of life, the biggest frustration with clients is communication, I get back to all my customers in a prompt manner, explaining things in a clear and precise manner.

I want to take the effort out of wealth management, I want to make it easy for clients to feel in control and have access to information without any complications.

Services

I am more than happy to visit you at your home or office with no obligations

Having the qualification and experience of mortgages, I like to offer advice that suits each client individually. I am able to offer a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries.

Equity Release is a serious decision and not to be taken lightly. I take a holistic view of your finances, to make sure this is appropriate to you and your family.

Giving you options and advice so that you understand it is my approach. This gives you control of your money and can be viewed by our online portal, giving you updates whenever you want.

Do you understand your pension? Do you know what you have now and at retirement? Do you know what your pension is invested in? These are some of the questions I help to answer. I am happy to assist from starting a new pension, to consolidating existing ones or just to help clients understand what they have. Knowledge is the most important part of pension planning.

After a discussion with my clients, I will offer what I believe are important areas to protect. They will be bespoke to your circumstances and compared with all our top providers to get the most competitive price for you.