Dan Riley

Let’s think about goals… Does securing financial stability and a comfortable future, for yourself and your loved ones, sound like a goal you would love to achieve? As a financial adviser, my goal is to work with you to create a bespoke plan, tailored your unique financial circumstances, with the aim of achieving exactly that. My approach is to inform and educate, and thereby empower you to make informed decisions, and I'll be there to guide you every step of the way. After many years of safeguarding business assets as a Finance Director, in March 2019 I decided to re-direct my financial expertise towards helping people instead of companies. With a huge emphasis on nurturing long-term relationships, I provide an ongoing, customised, and trusted service as my clients’ financial needs evolve over the years, from protecting their hard-earned assets to planning for their family's future financial security, for the rest of their lives and beyond. I take a holistic approach to financial planning and wealth management and I offer solutions to individuals, families, business owners, trusts, and corporate executives, across the following areas: • income protection and life cover; • investment for income and capital growth; • tax efficient planning for retirement; and, • estate/inheritance tax planning. Back when I was an FD my role was to plot the safest course for companies through financing issues, investment appraisals, cash constraints, and tax and regulatory requirements to obtain the best financial outcome for companies and their shareholders. All good companies have financial strategies in place, and professional advisers to provide this guidance. Most individuals - who generally need it more – don’t. Many people just manage their finances reactively, often putting random measures in place as life goes by and hoping for the best! I help my clients to protect their current finances and also to plan their growth, by taking the time to understand their specific circumstances, goals, and values. Speaking of goals, when I am not in the office, my life is almost entirely taken up with my children’s sports - If I am not taking them to hockey training, football matches, cricket nets, or netball tournaments, I can probably be found at the training ground coaching Ilkley Town AFC Juniors! I am a Fellow of the Institute of Chartered Accountants in England and Wales, and hold the Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute. 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 31/10/2024