Daniel Mayo

Daniel Mayo

Followers of Daniel Mayo1000 followers
location of Daniel MayoLondon Area, United Kingdom

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  • Timeline

  • About me

    Providing expert personal financial planning and advice to help people and families achieve their goals

  • Education

    • Chartered Institute for Securities & Investment

      2009 -
      Cert Corporate Finance Finance, General
    • Chartered Insurance Institute

      -
      Chartered Financial Planner
    • ICAEW

      2004 - 2007
      Chartered Accountant (Fellow), ACA & FCA Accountancy
    • University of Warwick

      2000 - 2003
      BSc Double 1st Mathematics and Computer Science double honours 1st
    • BPP University

      2012 - 2013
      MSc Finance & Investment - Distinction Finance Distinction
  • Experience

    • Deloitte

      Sept 2004 - Nov 2010
      • Corporate Finance Advisor

        Sept 2004 - Nov 2010
      • Corporate international tax advisor

        Sept 2004 - Dec 2006
    • BPP

      Dec 2010 - Aug 2012
      Group Head of Financial Planning & Analysis

      Professional Education provider and the UK's first private university

    • Cabot Credit Management

      Aug 2012 - Jan 2019
      Group Head of Corporate Development

      The UK's largest speciality finance debt purchase business

    • Homeppl

      Apr 2019 - Aug 2019
      CFO

      FinTech personal data capture and verification

    • Mayo Financial Planning

      Sept 2019 - now
      Business Owner

      Mayo Financial Planning is a Partner Practice of St. James's Place Wealth Management. One of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.St. James’s Place has over one hundred in-house experts covering all aspects of wealth management including:► Investment planning;► Tax advice;► Pension planning; &► Inheritance tax/estate planning/protection. Show less

  • Licenses & Certifications

    • R04 Pensions and retirement planning

      Chartered Insurance Institute
      Oct 2019
    • R02 Investment principles and risk

      Chartered Insurance Institute
      Oct 2019
    • J10 Discretionary investment management

      Chartered Insurance Institute
      Oct 2019
    • R01 Financial services, regulation and ethic

      Chartered Insurance Institute
      Sept 2019
    • Chartered financial planner

      Chartered Insurance Institute
      Apr 2021
    • Fellow of the Chartered Accountants of England and Wales

      ICAEW
      Sept 2007
    • DipPFS. Diploma in Finanical Planning

      Chartered Insurance Institute
      Mar 2020
    • R06 Financial Planning

      Chartered Insurance Institute
      Mar 2020
    • R05 Financial protection

      Chartered Insurance Institute
      Nov 2019