Daniel Turner
Greenways Financial Planning
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8942
Based in Saffron-Walden
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FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 25 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 9 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Daniel and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Daniel has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 25 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Daniel has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Daniel has provided information on their typical fees
Daniel has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Daniel
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Daniel (based on 9 first impressions)
DipFA, CeMAP qualified financial adviser with a passion for advising clients professionally on property related matters with regards to mortgages & protection insurance as well as providing financial planning in relation to pensions, savings and investments. With my financial planning role, I specialise in tax efficient family financial planning to meet our client's needs, based on their individual circumstances and objectives. My other areas of expertise in financial planning are pension consolidation, ongoing servicing, wealth accumulation and maximising income in retirement. In terms of my mortgage advisory role, I personally specialise in securing buy to let mortgages for investor clients whilst advising on and refinancing their portfolios by way of our ongoing service. My other areas of expertise are protection insurance and first time buyers. My father and I, at Greenways Financial Planning genuinely pride ourselves on helping our clients to understand certain elements of financial planning that some people find daunting or even scary. We aim to help you feel more confident and secure in your financial future. If you require advice in any of these areas, then please feel free to contact me for a free initial consultation. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment.
Offers available through VouchedFor
Contact Daniel through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Daniel's clients
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Adviser Disclaimer
Daniel Turner DipFA CeMAP Financial Planner and Mortgage & Protection Adviser Greenways Financial Planning 19 Putterill Close, Thaxted, Great Dunmow, Essex, CM6 2FP M. + 44 (0)7791 833 173 E. danturner@greenways-financial-planning.co.uk Greenways Financial Planning main office: Mill Cottage, Thaxted Road, Little Sampford, Saffron Walden, Essex, CB10 2RZ Greenways Financial Planning is a trading style of Daniel Turner, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. This message and any attachment are confidential and may be privileged or otherwise protected from disclosure. If you have received it in error, please telephone or email the sender and delete this message and any attachment from your system. If you have received it in error, you must not copy this message or attachment or disclose the contents to any other person. Any views or opinions expressed in this email are those of the author only. Email communications are not secure. For this reason, Daniel Turner cannot guarantee the security of the email or its contents or that it will remain virus free once sent. Please note that email passing through the servers of Daniel Turner, or Quilter Financial Planning Ltd (or any of its subsidiaries), may at any point be monitored or intercepted as part of the company's internal security policy. Thank you for your co-operation.