Daniel Green Wealth Management Limited | Financial Adviser | Essex

Welcome to Daniel Green Wealth Management

Our aim is to make the process, and experience, as simple, informed and streamlined as possible.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

We pride ourselves on building long-term relationships with clients.

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

Please get in touch to discuss your financial requirements in more detail.

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Google Reviews

To view our testimonials, click here.

To read more, take a look at our Google Reviews below.

Testimonials

Item 1 of 4

Dan is not only my financial adviser but also a business contact. He has always given me clear and precise advise, which has suited my needs at that particular time, which has led to the results I had hoped for. Dan is always available to liaise with and would gladly go out of his way to help. I ...

Private Client

The review shown above has been gathered and displayed directly through Google and has not been verified by SJP.

Daniel is a true professional - he has managed my pension/life insurances for a number of years and I wouldn't trust anyone else - Highly recommended - great client service - super knowledgeable and a joy to work with.

Tracey| TN Talent

The review shown above has been gathered and displayed directly through Google and has not been verified by SJP.

I have been working with Dan as my financial planner since 2017, and I'm highly satisfied with his exceptional service. Beyond offering excellent financial advice for a secure pension, Dan distinguishes himself by maintaining a holistic approach that considers the well-being of my entire family. ...

Dr. Elrika Erasmus

The review shown above has been gathered and displayed directly through Google and has not been verified by SJP.

Past performance is not indicative of future performance.

I met Dan in 2015 at a Business Networking event…. My first impression was a good one (professional, articulate and knowledgeable) so I followed up by using Dan as our SJP Financial Adviser. He has been extremely helpful over the last ten years providing advice on investments and long term planni...

Private Client

The review shown above has been gathered and displayed directly through Google and has not been verified by SJP.

Dan is not only my financial adviser but also a business contact. He has always given me clear and precise advise, which has suited my needs at that particular time, which has led to the results I had hoped for. Dan is always available to liaise with and would gladly go out of his way to help. I ...

Private Client

The review shown above has been gathered and displayed directly through Google and has not been verified by SJP.

I have been working with Dan as my financial planner since 2017, and I'm highly satisfied with his exceptional service. Beyond offering excellent financial advice for a secure pension, Dan distinguishes himself by maintaining a holistic approach that considers the well-being of my entire family. ...

Dr. Elrika Erasmus

The review shown above has been gathered and displayed directly through Google and has not been verified by SJP.

Past performance is not indicative of future performance.

I met Dan in 2015 at a Business Networking event…. My first impression was a good one (professional, articulate and knowledgeable) so I followed up by using Dan as our SJP Financial Adviser. He has been extremely helpful over the last ten years providing advice on investments and long term planni...

Private Client

The review shown above has been gathered and displayed directly through Google and has not been verified by SJP.

Dan is not only my financial adviser but also a business contact. He has always given me clear and precise advise, which has suited my needs at that particular time, which has led to the results I had hoped for. Dan is always available to liaise with and would gladly go out of his way to help. I ...

Private Client

The review shown above has been gathered and displayed directly through Google and has not been verified by SJP.

SJP Approved 27/10/2025

The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Daniel Green Wealth Management Limited is registered in England and Wales, Number 10833872. Registered Office: Unit 2, Holts Court, Threshers Bush, Essex, CM17 0NS.

Copyright St. James's Place © 2025

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Copyright St. James's Place © 2025