DGWM and particularly Daniel himself always offers professional and friendly advice. We feel comfortable our finances are in safe hands with people who actually care. Thanks guys.

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.

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 investment strategies which help lead to sound decisions. Furthermore, they’ve provided referrals to their extensive network of like minded professions who have been able to help me in areas that DGWM do not (yet at least) specialise.

Been working with Dan for 2 years on our finances which had got a bit neglected, he’s done an amazing job and would highly recommend.

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.

We always receive sound, honest and transparent financial advice from DGWM, you feel like they're really looking after you. Their reliable communications help us to keep track of our financial status and always respond promptly to any queries we have. Not many services have that 'personal' touch these days, but DGWM still does. Would highly recommend.

Great service and sound advice from Dan. Explained the process clearly and effectively. Would definitely recommend.

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.