Welcome to Green Rose Financial Services Limited
After 10 years of giving financial advice within one of the largest international banks, a large life insurance company and a financial advice & stock broking house, Jason Green 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. 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?
We realise that money is not everything, however it does help. Or as someone said to me recently, "I'd rather cry in a Ferrai".
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.
Jason also holds beyond the normal financial advice qualifications, a specialist qualification (CF8) required to provide long term care planning (care home costs), a very challenging subject for anyone involved. I also hold J01 which is a higher level personal tax qualification.
We would be very happy to have a no cost to you, sensible conversation and see if we can help you. If you have old plans or investments we would be happy to review these for you and ensure they still meet your needs.
Contact us: 08456 344606 (Local call) 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.
The General Insurance Services made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace.