Daniel Jordaan

Tackle tax year end with confidence

Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities.

In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.

I can go through your financial position with you, so you’re ready for tax year end on 5 April. Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review or a cashflow modelling session to understand your financial position better.

Approver Quilter Financial Services Limited. November 2025.

I’m a financial planner with 20 years of experience in the financial industry, including roles at global banks like RBC Capital Markets and Deutsche Bank. My background spans equity and credit markets, risk management, and investment analysis - expertise I now bring to individuals and families seeking clarity and confidence in their financial lives.

After qualifying as a Chartered Accountant in South Africa, I moved to London to explore the world and build my career in finance. Over time, I found myself increasingly drawn to helping friends and family with financial decisions like budgeting, investing and planning for the future. These conversations lit a spark that eventually became a calling. Earning the CFA charter, and subsequently the Level 4 Diploma in Regulated Financial Planning, I made the leap into financial advice to do meaningful work, on my own terms, with people I genuinely care about helping.

Today, I help clients align their money with their values through structured, thoughtful planning that reflects both technical rigour and a personal touch. My goal is simple: to listen well, guide wisely, and empower you to make the best financial decisions for your life.

I am a keen cyclist, enjoy walks around London and spending time with family and friends. I also like attending concerts and local events.