An Associate Partner Practice of St. James's Place Wealth Management

Daly Wealth Management

Mike Daly

MBA
The best way that I can help you reach your goals is not only to provide you with appropriate advice and guidance now, but also in the future, no matter how your circumstances change. I provide a distinct service, regularly assessing and advising to help you achieve your objectives.

About

I can help address straightforward issues or help resolve more complex problems. There are no off-the-shelf solutions as every single client has their own personal circumstance. Whatever the situation, I will respond with reliable and personal advice designed to suit my clients' individual requirements.

I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company. I have worked in the financial services industry since 2000 following a career as an officer in the British Army, so I am well equipped to help people navigate their financial plans.

I have a degree in Civil Engineering, an MBA from Imperial College. I largely split my time between Devon and London but will be able to provide advice to clients based further afield.

Insights and E-Briefing Service

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

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.

Mike Daly
Daly Wealth Management