Daniel Green Wealth Management Limited - Harlow

Denis C.

Ive known Dan for over 30 years and he is a thoroughly decent and honest guy. He manages pensions for me and some of my friends. He is a pleasure to deal with and a model of discretion. Ive moved to Spain and Dan was able to leverage expertise from within the SJP group and was extremely helpful in getting advice on any pitfalls i might encounter. I completely trust Dan as do all of my friends who he advises. He would never sell an unsuitable product and always has his Client’s best interest at heart. I have no hesitation in recommending Dan to anyone needing investment advice. A totally sound guy.

Elrika E.

I have been working with Dan as my financial planner since 2017, and I'm highly satisfied with his exceptional service. Beyond offering excellent financial advice for a secure pension, Dan distinguishes himself by maintaining a holistic approach that considers the well-being of my entire family. His strategic insights have not only grown my portfolio but also instilled confidence in my long-term financial goals. Dan's personalized touch sets him apart, as he tailors financial strategies to align with both my individual objectives and my family's needs. His genuine concern for our financial well-being has cultivated a strong sense of trust. Dan's clear communication of complex financial concepts enhances my understanding and confidence in decision-making. Overall, I appreciate Dan's unwavering dedication and commendable expertise in providing comprehensive financial planning.

Andrew S.

Dan is not only my financial advisor but also a business contact.

He has always given me clear and precise advise, which has suited my needs at that particular time, which has led to the results I had hoped for.

Dan is always available to liaise with and would gladly go out of his way to help.

I have absolute trust in Dan, which is why he looks after me, and I am very happy to be able to recommend my clients to him too.

Keith K.

I've been working with Dan for a number of year's and have always found him and his team very helpful. Dan certainly goes the extra mile to ensure that your finances are well taken care of. He is open and honest and gets things done quickly and efficiently. I would have no hesitation in recommending him to anyone for financial advice.

Richard C.

I have used Daniel Green for a number of years now for my own investments and that of my children. He is very knowledgeable, reliable and personable.
I have recommended him for financial advice to family and friends. He is honest and realistic about investment choices for short or long term growth, which fit with your personal circumstances.
I would highly recommend him for any wealth management / financial advice you may have.

Jennifer E.

I have been working with Dan as my financial planner for the past five years. Dan has been extremely helpful in getting my financial affairs in order in readiness for my retirement. I would recommend Dan for his honesty and excellent customer service.

Roy B.

We have been customers of Daniel Green for approximately five years. We find the service provided by both Daniel and Ryan, first class. Advice is clear, comprehensive and supported by written documentation, that give customers time to review at leisure before any decisions are made. They are approachable and available, whether via email or phone proving an efficient service. The face to face meetings are invaluable to discuss and reflect on progress made and any necessary changes. There is no hard sell just time given to made informed decisions.

Kathy B.

Dan provides clear and valuable financial advice. He takes the time to fully understand our personal circumstances before offering and advising on a range of products. This has enabled us to make decisions which have helped us manage and maximise our financial situation depending on need at the time as well as planning for the future. I have already put friends in touch with Dan and wouldn't hesitate to recommend him to help others.