Daniel Green Email & Phone Number

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.

Listed skills include Portfolio Management, Currency, Fixed Income, Financial Markets, and 19 others.

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  Anglia Ruskin University

  Business Studies