Daniel Sayer
Chartered Financial Planner
Based in Suffolk, I provide wealth management advice to clients both within Suffolk, and more widely throughout the UK.
About
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development, This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service. Outside of my business, I am a keen triathlete, open water swimmer and amateur astronomer.
I qualified as Stockbroker and Financial Adviser with a large U.S firm Edward Jones in 2004. In 2012 I moved to St. James's Place as an Adviser and then in 2015 I was invited to join as an Associate Partner Practice, forming Waveney Valley Wealth Management Ltd.
In line with my professional background, I have focused on developing specialist knowledge and am now fully qualified as a trusts* and estate planning Partner.
However, as an Associate Partner Practice of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment planning, Inheritance Tax planning and retirement strategies. I am also a long term care specialist. Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
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.
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 11/03/2023
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.
