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 by clicking here.