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

Bank of England governor warns of ‘potential developing systemic issue’ regarding funds promising daily liquidity while investing in illiquid markets
Bank of England Governor Mark Carney on Wednesday said illiquid funds that allow savers to take money out at will were "built on a lie", in the latest criticism of British investment guru Neil Woodford's management of his suspended flagship fund.
Mark Carney told MPs today that big mismatches between the liquidity of a fund's assets and the liquidity they promise to investors 'is a big deal'.
Technology companies led stocks higher on Wall Street in early trading Wednesday amid fresh optimism among investors that the U.S. and China are making progress toward a deal to resolve...
WASHINGTON (AP) — President Donald Trump said Wednesday that he's under little pressure to reach a trade deal with China when he meets late this week with President Xi Jinping...