A Partner Practice of St. James's Place Wealth Management

Daniel Green Wealth Management Limited

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.
Daniel Green

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

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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