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Based at
Position
Serving clients in
East Anglia, Essex, Suffolk
Daniel Kern
Independent Financial Adviser
Daniel has many years of experience advising on pension and retirement strategies focusing on tax efficient solutions for his clients. Outside of work he enjoys cooking and keeping fit (when not injured), which enables him to indulge his other great passion: eating.
Expertise in
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Articles related to Daniel and his team
2 September 2022
Investing in the ‘age of inflation’
Mike Greely explores some of the reasons behind the market turbulence, and explains why patience and portfolio positioning can help investors
2 September 2022
Mike Greely: piecing together the investment puzzle
For Mike Greely of Amber River’s Colchester team, understanding the factors that drive investment returns is not just part of his day job – it’s more of a lifelong passion
Find out more about Daniel and our East Anglia team
Bringing together three of East Anglia’s leading independent financial advice firms, our highly-qualified teams of financial planning consultants in Colchester and Ipswich have been part of Amber River Group since October 2019.
What our clients say
VM, Cambridge
Peter has always been communicative. He made us feel comfortable that they are showing due diligence with our ability to save and minimise risks of potential loses and held regular review meetings in person with us. We could not have wished for more.
Peter has always been communicative. He made us feel comfortable that they are showing due diligence with our ability to save and minimise risks of potential loses and held regular review meetings in person with us. We could not have wished for more.VM, Cambridge
Mrs J & Mr TB, Essex
I would recommend Mike Greely to anyone, I have implicit faith and trust in his judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.
I would recommend Mike Greely to anyone, I have implicit faith and trust in his judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.Mrs J & Mr TB, Essex
CR, Middlesex
Michael Greely has been my financial adviser for several years. I am extremely pleased with the advice he has given and my savings have thrived. I regard Michael now as a friend. I know I can call on him for help and advice at any time and that he will get back to me with clear advice promptly.
Michael Greely has been my financial adviser for several years. I am extremely pleased with the advice he has given and my savings have thrived. I regard Michael now as a friend. I know I can call on him for help and advice at any time and that he will get back to me with clear advice promptly.CR, Middlesex