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Daniel Mayo

Chartered Financial Planner, Chartered Accountant, ACA MSc
After 15 years helping large corporates with their investment planning strategy, I am now excited to directly help people and families with their financial aims and objectives. I specialise in delivering quality, face to face wealth management advice with a commitment to building trusted relationships.

About

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.

I have worked in financial services for over 15 years, initially as Chartered Accountant at Deloitte, where I worked as an International Tax adviser. I then progressed to providing corporate financial planning and investment planning 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 Fintech CFO.

After 15 years helping corporations and private equity with their investment strategy and financial plans, I am excited to directly help people and families with their financial aims and objectives.

I live in Esher, Surrey with my family and am able to serve clients across Surrey, London the South East of England.

Please contact me to discuss your financial planning requirements and arrange a meeting.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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We have many years of experience in wealth management and we are dedicated to your financial well-being.

My team are dedicated to your financial well-being.

Ella Hartley

Senior Administrator

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 09/03/2023

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.