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

Dan started the Practice in March 2015 having previously spent 14 years as an investor at one of the world’s largest asset managers. He uses his deep knowledge of financial markets in order to offer a tailored service to suit each individual client’s needs.

It is Dan’s belief that the most important element to the success of the Practice is establishing a solid reputation based upon trust and expertise, whilst also ensuring the clients experience is as simple, informed and streamlined as possible.

Outside of work Dan enjoys spending quality time with his wife and 2 young children. He is also a keen runner, cyclist, footballer, and golfer.

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.