Daniel Bloomfield
Financial Advisor
Profile Summary
I work closely with a select group of successful business owners who are planning for important life changes, such as selling a business, retiring, or passing wealth on to family. My approach to financial planning is practical, straightforward, and fully tailored to your personal goals. I believe in building clear strategies that give you confidence and remove uncertainty about your financial future. My role is not just to manage your wealth, but to help you feel secure, organised, and in control of the next chapter of your life.
Investment & Financial Services Offered
Investments and Savings
Support in making your money work harder through a wide range of investment options. This can include equities, funds, and bonds, chosen to match your goals and attitude to risk.
Retirement Income
Guidance on turning your pension savings into an income. This includes explaining and comparing options such as annuities and drawdown, so you can choose what suits your retirement plans.
Inheritance Planning
Help with organising your estate and planning how your wealth is passed on. This includes understanding inheritance tax and making informed decisions about the legacy you leave or receive.
Who Daniel Bloomfield Works With
I mainly work with business owners, entrepreneurs, and senior professionals who have built significant wealth and want to manage it wisely. Many clients are approaching retirement, planning a business exit, or thinking about how to pass wealth to the next generation. They value clear advice, structured planning, and a trusted long-term relationship. My clients often want all aspects of their financial life working together in one coordinated plan.
Investment Philosophy & Approach
I focus on long-term, goal-based investing rather than short-term market movements. Every investment strategy is built around your personal plans, timeframes, and comfort with risk. I believe in maintaining diversified portfolios, reviewing them regularly, and making adjustments when life or markets change. Clear communication, realistic expectations, and understanding both opportunities and risks are at the heart of my advice.
Fees & Charging Structure
1. Advice Fees You pay for personalised financial advice and the ongoing support provided. This covers understanding your goals, creating a financial plan, and recommending suitable solutions. 2. Product Charges These are the costs linked to the investment products themselves. They can include: - Initial charges when setting up an investment - Ongoing charges for managing the funds - Administration costs related to maintaining your investment 3. Personalised Illustration Before you invest, you receive a tailored document showing exactly: - What charges apply - How much you will pay - How the charges affect your investment over time This ensures full transparency so you understand all costs before making a decision.
Areas Served
United Kingdom nationwide, Willing to travel to meet clients up to 80 miles from WC2B 6UJ.
Frequently Asked Questions
What services do you provide?
I provide personalised financial planning and wealth management, covering investments, retirement planning, and strategies to protect and pass on wealth.
Is there any risk with investing?
Yes. Investment values can go down as well as up, and you may get back less than you invest.
How do you charge for your services?
All fees and charges are explained clearly before any work begins, so you always know what you are paying.
Do tax rules impact financial planning?
Yes. Tax rules can change, and the benefits of tax planning depend on individual circumstances, so regular reviews are important.