Testimonials
Read some of the feedback received from clients.Fantastic friendly, honest and trustworthy team. Putting my mind at ease when helping with my family’s investments.
Great advice, great service and I have used Dan now for close to 10 years! Excited for where his help will take my portfolio over the next 10-20 years! Highly recommend!
Daniel Green and the team at DGWM have been providing sound, objective advice and executing efficiently for me since 2015. I don’t know how many clients they have, but it feels like they are always available to me. They are happy to offer a range of perspectives on the risks and benefits of any inve...
Dan has helped me out tremendously. We have organised and budgeted to get the best out of my money. Planned ahead so that my money works for me. Can't recommend using them enough.
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 ...
I’ve 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. I’ve moved to Spain and Dan was able to leverage expertise from within the SJP group and was extremely helpful i...
Daniel is a true professional - he has managed my pension/life insurances for a number of years and I wouldn't trust anyone else - Highly recommended - great client service - super knowledgeable and a joy to work with.
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. ...
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Past performance is not indicative of future performance.
I met Dan in 2015 at a Business Networking event…. My first impression was a good one (professional, articulate and knowledgeable) so I followed up by using Dan as our SJP Financial Adviser. He has been extremely helpful over the last ten years providing advice on investments and long term planni...
Dan is not only my financial adviser 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 ...
