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, i.e. not to provide a one off product but to work with clients in defining and developing their overall financial planning goals and offering real value over the long term.
We purposely made our ongoing service agreements with a 7 day cancellation notice at any time; however we have found few agreements have ever been cancelled which we think is a true measure of how much we are really helping. Why not have a look at what our clients say on the menu options?
We realise that money is not everything, however financial control counts for a lot. It is an old cliché, but without a map, how an earth can we get where we want to go?
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.
We also hold a specialist qualification required to provide long term care planning, a very challenging subject for anyone involved.
We would be very happy to have a no cost, sensible conversation and see if what we do might help you. If you have old plans or investments we would be happy to review these for you.
Contact us: 08456 344606 (Local call) or 01440 821062
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.