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History and Credentials

Jason Green spent 10 years in Blue Chip Management managing up to 100 staff members and has for circa over 15 years provided face to face financial advice working in one of the largest international banks, a large life insurance company and a financial advice and stock broking house before setting up Green Rose Financial Services.

He is qualified to QCF level 4 which meets the industry requirements post 2012. Beyond the normal financial advice qualifications he also holds a specialist qualification (CF8) required to provide long term care planning (care home costs). He also holds JO1 which is a higher level personal tax qualification, RO1 an advanced qualification which deals with regulations and ethics, and RO4 which is an advanced technical pension examination.  

Jason holds useful certified training including a 2 year RSA in counselling skills qualification, internal auditing, project management and others.

Supporting Jason are Sam Green, Green Rose's Case Manager, and Sam Scarff, Jason's Personal Assistant. There is also an outsourced team of people involved in everything from technical report writing, financial accounts, compliance consultants and investment experts.  The combined skills and experience in their specialist areas, contributes towards the company's goals and culture of customer service excellence.

At the core of our business is excellent customer service - it's a thread that runs through all our thinking and practices. We deliver the service that we'd want to receive ourselves, by doing what we say we're going to do, when we say we're going to do it. Feedback from our clients is a vital component in keeping us on track, and we're very grateful for it.

Why not have a look on the options menu at 'What Our Clients Say'.