Welcome to Green Rose Financial Services Limited
After 10 years in Blue Chip management and circa 12 years of giving face to face financial advice working in one of the largest international banks, a large life insurance company and a financial advice & stock broking house, I took the knowledge and experience gained and created Green Rose, to provide a personal financial advice process specialising in investment and retirement planning, wealth creation and preservation. At Green Rose, we work with clients in defining and developing their overall financial planning goals and offering real value over the long term. A high value, and cost effective service for medium to high net worth clients.
Why not have a look at "what our clients say" on the menu options on the left?
Money is not everything, however it does help in giving time and security to us, our friends and familes.
We provide many services ourselves and have a range of partners we use in their own specialist areas such as accountancy and legal advice. We specialise in retirement planning and investment work but also cover the usual areas of financial advice such as protection for your family on your death or protecting your income should you be unable to work.
I am qualified to QCF level 4 which meets the requirements of our industry post 2012. Beyond the normal financial advice qualifications I also hold a specialist qualification (CF8) required to provide long term care planning (care home costs). I also hold J01 which is a higher level personal tax qualification and RO1 an advanced qualification which deals with regulations and ethics.
I would be very happy to have a meeting at our cost to have a sensible conversation to see if Green Rose can help you. If you have old plans or investments I would be happy to review these for you and ensure they still meet your needs.
Contact Green Rose: 08456 344606 (Local call. Mobile phone charges may vary) or 01440 821062.
Prospective clients, feel free to call me direct on 07917 715854.
I hope you like the website, If you have any suggestions please do get in touch.
Jason Green ACSI, CeMAP, DipPFS
Director