History and Credentials

Jason Green spent 10 years in Blue Chip Management managing up to 100 staff members and has, for approaching 20 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 using these skills to set up Green Rose Financial Services.

Beyond the normal financial qualifications, Jason holds a specialist qualification (CF8) required to provide long term care planning (e.g. 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.  And most recently, he has been able to add EFA (European Financial Adviser™) status to his credentials, following a mutual recognition agreement with the European Financial Planning Association.

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 a team of people who help in a variety of areas such as 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'.

Markets

Boeing missed sharply-lowered Wall Street estimates for revenue and cashflow in the first quarter and suspended its 2019 outlook, as the world's largest planemaker continued to suffer f
According to legal experts, some public companies voluntarily disclose they are under criminal investigation while others opt to say little to their shareholders and others.
Boeing Co on Wednesday abandoned its 2019 financial outlook, halted share buybacks and announced $1 billion in increased costs due to the grounding of its fastest-selling 737 MAX jet after two fatal plane crashes in five months.}
The euro nursed losses against the dollar on Thursday after dipping to a 22-month low on a surprise drop in a leading indicator for economic activity in Germany, amplifying worries of a growth slowdown in Europe's largest economy.
The euro nursed losses against the dollar on Thursday after dipping to a 22-month low on a surprise drop in a leading indicator for economic activity in Germany, amplifying worries of a growth slowdown in Europe's largest economy.