With the hectic lives we all have, I find that although being successful in their own right, very few people have the time, or often the inclination, to organise their financial affairs most effectively. This is hardly surprising, since the financial world we live in is highly complex and ever changing. At one time or another, most of us will need to seek some help. In my personal professional background I have worked in financial services for over 15 years, initially as Chartered Accountant at Deloitte, where I worked as an International Tax advisor. I then progressed to providing corporate financial planning and investment advisory. I went on to work in large corporations where I held responsibility for investment strategy and M&A activity, then later I went on to work as a CFO. After 15 years helping corporations and private equity with their investment strategy and financial plans, I am now excited to directly help people and families with their financial aims and objectives to grow their wealth, and lead the lives they want to life.As an Associate Partner of St. James’s Place Wealth Management, my clients have access to services and products offered by companies in the St. James’s Place group and carefully selected third party providers, which enables me to offer a complete service to clients in all aspects of financial planning including:► Tax efficient Investment planning► Retirement planning► Inheritance tax planning► Financial protection Contact me if you’d like to have an initial discussion to see if I could help you with your financial planning and investment planning. Daniel.Mayo@sjpp.co.ukWww.DanRMayo.com, 07786862156The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 20/10/2023