Daniel Green

Daniel Green Email and Phone Number

Director of Daniel Green Wealth Management Limited @ Daniel Green Wealth Management Limited
Daniel Green's Location
Chipping Ongar, England, United Kingdom, United Kingdom
Daniel Green's Contact Details

Daniel Green work email

Daniel Green personal email

n/a
About Daniel Green

Thank you for viewing my profile. I provide wealth management advice primarily to individuals and businesses in the City of London and South East. My advice is bespoke to every client.Having previously spent 14 years as an investor at one of the world’s largest asset managers, I use my deep knowledge of financial markets in order to offer a tailored service to suit each individual client’s needs.I believe the most important element to the success of my business is establishing a solid reputation based upon trust and expertise, whilst also ensuring the clients experience is as simple, informed and streamlined as possible.I build a long term client base, formed mostly on the basis of referral and recommendation, this is achieved through providing the highest level of personal service to each existing and prospective client.Planning for a secure 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.Outside of work I enjoy spending quality time with my wife and 2 young children. I am 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). 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's Current Company Details
Daniel Green Wealth Management Limited

Daniel Green Wealth Management Limited

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Director of Daniel Green Wealth Management Limited
Daniel Green Work Experience Details
  • Daniel Green Wealth Management Limited
    Director Of Daniel Green Wealth Management Limited
    Daniel Green Wealth Management Limited Sep 2014 - Present
    London, United Kingdom
    St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
  • Jpmorgan Asset Management
    Currency Strategist
    Jpmorgan Asset Management Aug 1999 - Jun 2014

Daniel Green Skills

Portfolio Management Currency Fixed Income Financial Markets Foreign Exchange Emerging Markets Economics Capital Markets Equities Investments Commodity Markets Macro Research Trading Wealth Management Wealth Preservation Retirement Planning Business Investment And Protection Project Management Investment Banking Asset Management Investment Management Financial Planning

Daniel Green Education Details

Frequently Asked Questions about Daniel Green

What company does Daniel Green work for?

Daniel Green works for Daniel Green Wealth Management Limited

What is Daniel Green's role at the current company?

Daniel Green's current role is Director of Daniel Green Wealth Management Limited.

What is Daniel Green's email address?

Daniel Green's email address is da****@****gan.com

What schools did Daniel Green attend?

Daniel Green attended Anglia Ruskin University.

What are some of Daniel Green's interests?

Daniel Green has interest in Football, Financial Life Planning, Project Management, Business Investment And Protection, See 3+see Less, Communication Skills, Cycling, Retirement Planning, Running, Golf.

What skills is Daniel Green known for?

Daniel Green has skills like Portfolio Management, Currency, Fixed Income, Financial Markets, Foreign Exchange, Emerging Markets, Economics, Capital Markets, Equities, Investments, Commodity Markets, Macro.

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