MD Wealth Management was established by Michael Duale after he became frustrated dealing with financial advisers who hid behind jargon, complexity and lacked any warmth or personal touch. Finances are after all a deeply personal matter. Understanding that people often need advice at key moments in life, some hugely exciting, some more emotionally challenging, Michael recognised the need for a much more human approach to financial planning.
Our mission is to change the perception of wealth management - moving away from this image of stuffy, unfriendly advisers putting profits ahead of a clients’ best interests, towards the approach we feel our clients deserve - professional yes, expert in our field, yes but not to the detriment of creating genuinely friendly, caring, enduring relationships with every client.
Our purpose is to make business with us a pleasure as well as profitable. Were passionate about demystifying financial services, giving our clients a feeling of well-being through clear and candid communication. We make full use of the variety of products and services that will help to protect clients, their families and where appropriate their businesses too. Our service starts with people and ends with financial solutions tailor-made to suit their needs. When you meet with us, you’ll feel that difference straight away!
Our purpose is to make business with us a pleasure, as well as profitable. We consistently deliver this by staying true to these values;
Visionary - Thinking about and planning for the future with imagination and wisdom
Competence - Experts in our field through continuous learning
Responsive - Providing a warm, personal service which meets the needs of the client
Honourable - Behaving in a trustworthy, reliable and ethical way
Please contact us on 01603 559330 or email us.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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From the start, Michael ensured that he was aware of my personal circumstances and requirements. Having agreed these, he tailored his advice and recommendations to my needs. I have always found him easy to talk to, and if he did not immediately know the answer to any question I put, he consulted wit...
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.