About Daniel Green

Daniel Green

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 I do for my clients.


A key element to the success of my Practice is establishing a solid reputation based upon trust and expertise, whilst also ensuring the clients experience is as simple, informed and as streamlined as possible.

About

Having previously spent 15 years as an investor at one of the world’s largest asset managers, I use my extensive knowledge of financial markets and investing in order to ensure I can offer a tailored service to suit each individual client’s needs.


I build a client base, formed mostly on the basis of referral and recommendation, this is achieved by providing the highest level of personal service to each existing and prospective client.


Our aim is to provide a bespoke service based upon integrity, trust and honesty, putting the client’s needs first and foremost by encompassing an open and transparent process.


The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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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.
Daniel Green
Daniel Green Wealth Management Limited