Daniel Bloomfield

About

I work with a select group of successful business owners who are preparing for the next chapter in life—whether that’s selling a business, navigating retirement, or ensuring their wealth is passed on as they intend. I bring a hands-on, no-nonsense approach to financial planning that’s tailored specifically to you. My goal isn’t just to manage your wealth; it’s to help you live with confidence, knowing your financial future is in good hands. If you’re looking for clarity, transparency, and a strategy that’s as individual as your goals, let’s talk. Helping Business Owners and Professionals Answer One Important Question: “Do I Have Enough?” Most of the people I work with have spent decades building businesses, careers and wealth. They have worked hard, taken risks and achieved real financial success. And yet, despite having significant assets, they often find themselves asking some surprisingly simple questions: “Can I afford to slow down?” “Do I have enough?” “What comes next?” These are the conversations I enjoy most. For more than 30 years, I have helped successful business owners, professionals and families make confident decisions about their money, their future and the life they want to live. My role is not simply to manage investments — it is to help clients gain clarity, make informed decisions and build a plan that gives them genuine confidence about the future. I work closely with a small number of client families. Many are business owners approaching retirement, weighing the sale of a business, or making the shift from building wealth to enjoying the freedom it can bring. Others are senior executives and professionals who want to be sure their wealth supports the life they actually want to live. My own perspective on wealth changed dramatically when I suffered a heart attack in my early forties. It was a reminder that life is precious, and that financial success alone is not enough. Since then, I have become increasingly passionate about helping clients use their wealth to create freedom, choice, security and peace of mind. This is the thinking behind my Wealth Stewardship for Life approach: looking beyond investments and pensions to the bigger picture — retirement, tax, family, legacy, lifestyle and what truly matters to you. Because in my experience, the best financial decisions are rarely just about money. They are about living the life you want, supporting the people you care about, and feeling confident about what lies ahead. If you are looking for a long-term, trusted adviser to help you navigate important financial decisions — and answer the question “Do I have enough?” — I would be delighted to have a conversation. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/06/2026