
Daniel Mayo

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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 - 2007Chartered Accountant (Fellow), ACA & FCA Accountancy
University of Warwick
2000 - 2003BSc Double 1st Mathematics and Computer Science double honours 1st
BPP University
2012 - 2013MSc Finance & Investment - Distinction Finance Distinction
Experience

Deloitte
Sept 2004 - Nov 2010Corporate Finance Advisor
Sept 2004 - Nov 2010Corporate international tax advisor
Sept 2004 - Dec 2006

BPP
Dec 2010 - Aug 2012Group Head of Financial Planning & AnalysisProfessional Education provider and the UK's first private university

Cabot Credit Management
Aug 2012 - Jan 2019Group Head of Corporate DevelopmentThe UK's largest speciality finance debt purchase business

Homeppl
Apr 2019 - Aug 2019CFOFinTech personal data capture and verification

Mayo Financial Planning
Sept 2019 - nowBusiness OwnerMayo 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 InstituteOct 2019
R02 Investment principles and risk
Chartered Insurance InstituteOct 2019
J10 Discretionary investment management
Chartered Insurance InstituteOct 2019
R01 Financial services, regulation and ethic
Chartered Insurance InstituteSept 2019
Chartered financial planner
Chartered Insurance InstituteApr 2021
Fellow of the Chartered Accountants of England and Wales
ICAEWSept 2007
DipPFS. Diploma in Finanical Planning
Chartered Insurance InstituteMar 2020
R06 Financial Planning
Chartered Insurance InstituteMar 2020
R05 Financial protection
Chartered Insurance InstituteNov 2019
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