Daniel Foy
Chartered Financial Planner @Mazars In The Uk
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WORK HISTORY
Chartered Financial Planner @Mazars In The Uk
Manchester, GB
Working with a team of award winning financial planners, I provide holistic, independent financial advice to SME\'s, Entrepreneurial businesses, individuals and families on issues including:Tax-efficient profit extraction for business ownersShareholder ProtectionCash flow forecastingExit Strategies for ownersTax & Estate PlanningRetirement & Pensions PlanningSavings & InvestmentsWealth Management & Investment AdviceLife assurance planning (personal and corporate)As part of a large global accountancy firm that specialises in advising business owners, we have access to in-house specialists in every area of personal and business financial planning, both in the UK and internationally, which puts us in a unique position to proactively assist and guide our clients through all stages of their financial journey.
EDUCATION
University of Lancashire
BA Hons Accounting & Financial Studies, Accounting
Chartered Insurance Institute
Financial Planner
Macmillan Academy
3 A-Levels in Mathematics, Physics & PE & Sport. Business BTEC National Award at grade Distinction.
Chartered Insurance Institute
Chartered Financial Planner
SKILLS
ABOUT DANIEL FOY
I work as a Financial Planner at Mazars UK, helping individuals and business owners achieve their ambitions and goals. Whatever your stage of life, career path or goal – my aim is come up with a solution which gives you the utmost confidence that your lifestyle will be protected and provided for regardless of the circumstances which may arise in the future.I have a keen interest and experience in; Financial Plans, Pensions, Investments, Savings, Protection, Mortgages, Business Planning, Business Protection and more.Over the past decade Mazars Financial Planning has won a number of awards for quality and service and have been recognised as one of the Top 5 Financial Planning Firms of 2018 & 2019 (Financial Times).If you would like to discuss your own needs and objectives please get in touch.
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