About Us

Planning for a secure financial future is one of the most important steps you will ever take. This ethos is at the heart of everything we do.

We provide a complete financial planning advice service. Whether you are looking to build, grow, protect or preserve your wealth we are able to provide a tailored solution to suit your individual needs. Our aim is to make the process, and experience, as as simple, informed and streamlined as possible. 

Established in 2015 and based just outside of our home town of Ongar, in Essex, we have built a client base in the South East and surrounding areas. 

We build our client base, formed mostly on the basis of referral and recommendation, by providing the highest level of personal service to each existing and prospective client.


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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 8, Holts Court, Threshers Bush, Essex, CM17 0NS.