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

The special Sino Saturday edition of our popular newsletter for leaders, by Time Inc. international editor Clay Chandler.
The S&P 500 hit a closing level high for 2019 and posted its highest close since November 8 on the back of news that the US and China trade war could
The US and China have agreed to extend talks over a new trade deal in a sign that the two countries may be nearing an agreement.
Mercosur countries have backtracked in trade negotiations with the European Union in the past year and need to make concessions on seven issues for negotiations to advance, the EU's top agriculture official said on Saturday.