Daniel Green Wealth Management Limited
Reference number: 665072
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 11 years
- Protected through the principal
- No FCA actions
- Active company since 2017
- Accounts filed up to 31 March 2026
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Daniel Green Wealth Management Limited (FRN 665072) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Daniel Green Wealth Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Daniel Green Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Unit 2, Holts Court, Threshers Bush, Harlow, Essex, CM17 0NS, United Kingdom
In the full report: 3 background checks
- When danielgreenwm.co.uk first appeared online, and whether it can receive email
- What kind of line 01279 898890 is
- Who else gives the postcode CM17 0NS
Other names (1)
If you were contacted under any of these names, it is this firm.
- Daniel Green Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 10833872 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 23 June 2017 (9 years old)
- Registered office
- 2 Holts Court, Threshers Bush, Harlow, CM17 0NS, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Adelle Clare Green | Director | Feb 1975 | 23 Jun 2017 | None |
| Daniel Thomas Green | Director | Nov 1977 | 23 Jun 2017 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£278k
+21% from £231k
Employees (average)
5
+25% from 4
Owed within a year
£65.0k
−17% from £77.9k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 10833872. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Daniel Green Wealth Management’s history from the FCA register and Companies House, newest first.
2017
5 September 2017
- Changed its registered name from "Daniel Green"
FCA register
23 June 2017
- Incorporated at Companies House
- Adelle Clare Green became a part-owner (25–50% of shares)
- Daniel Thomas Green became a part-owner (25–50% of shares)
Companies House
2015
14 January 2015
- Became an appointed representative
FCA register
In the full report: all 9 events
- All 9 events in its history (5 shown here)
- Every director appointment and resignation: 2
Firms connected to Daniel Green Wealth Management
Other FCA-listed firms that share a director, phone number or address with Daniel Green Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Daniel Green Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Harlow
In the Chelmsford (CM) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Daniel Green Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 9 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk