Daniel Green Wealth Management Limited

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 help 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. We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. Daniel Green Wealth Management Limited 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). Daniel Green Wealth Management Limited is a trading name of Daniel Green Wealth Management Ltd. SJP Approved - 2nd April 2025