Green Rose Financial Services Ltd

Green Rose Financial Services Ltd

Green Rose Financial Services Ltd locationWickhambrook, Suffolk, Suffolk

Green Rose Financial Services Ltd provides a personal financial advice process specialising in wealth management, investment and retirement planning, wealth creation and preservation.

Green Rose clients are mass affluent with upwards of £100k of investable assets (usually a mix of pensions and investments). Our clients' liquid assets can be between £100,000 and £1million and this is our target market. Typically our clients are either retired or approaching retirement (50+), and their primary financial issues include retirement planning, securing enough money in retirement (capital and income), getting a good return on their investments but with risk controls, and succession planning i.e. what happens on death to their family and loved ones and their estate.

Ours is a demonstrable high value and cost effective service. We work with clients within approximately an hour's travelling time, to define and develop their overall financial planning goals, offering real value over the long term.

If you feel we may be suited, we would be very happy to have, at our cost, a sensible conversation in the comfort of your own home or work to see if Green Rose can help you. This is usually preluded with a telephone conversation to determine if a meeting will be of mutual value. If you have old plans or investments we can review these for you and ensure they still meet your needs.

As a prospective client if you'd like to discuss this further or make an enquiry please feel free to email me or call my mobile direct.

We know from our clients that we're good at what we do. 98% of our clients said we offer excellent or good service. 100% say they would recommend us to others, and many have!*

We are proud of the value we offer and of our reputation for consistently excellent customer service.

Jason Green ACSI, CeMAP, DipPFS

Office: 01440 821 062

Mobile: 07917 715 854

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Green Rose Financial Services Ltd Q&A

Company Q&A

What do you love most about your job?

Do be in this job long term you need to be interested in people. I am naturally interested in peoples lives and love moving people towards their goals such as retirement or maybe even making some money which can be quite fun!

What inspired you to start your own business?

I had my own ideas of how I wanted a financial advice practice to be after many years working within corporate organisations, a large bank and stockbroking house. I now have that model which clients seem to like.

Why should our clients choose you?

We are not for everyone but when we find the right fit it works very well indeed. We are personable, caring, prompt and polite. We go beyond in our service and work hard to make sure we have the right fit with out clients, many of which we have close relationships with.

Services provided by Green Rose Financial Services Ltd


Wealth Management

See website for details.

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