This is distinct from customer care. It means we always keep at the forefront of our minds who pays our fees. And it means we treat clients as we would like to be treated. We are all aware of the uncaring "just a number" customer service out there today and this is consciously not us.
This is an area which is so often given just lip service. There is no doubt that Green Rose customers share similarities, but they are all individuals, and that is something we are mindful to understand and respect. Our service is tailored to our clients' individual needs and it continues to develop as we learn what makes them tick and what turns them off. Our clients' feedback and our exemplary customer retention helps tell us that we do this well.
Politeness and decency
At first glance this may appear an obvious value. But we believe it's fundamental to be polite and on time and in surroundings which are convenient to our clients. We listen to our clients and want them to be heard. Simply, but essentially, we do what we say we're going to do, when we say we're going to do it.
We specialise in wealth management i.e. looking after clients' pensions and investments and we have developed a leading system which has enabled us to do that. We are skilled in planning for the big issues for our clients, issues such as retirement planning, inheritance tax and untimely death. We update our knowledge constantly and record a large amount of continuing professional development to ensure our knowledge and skills remain current. This can be (and has been) audited by our professional body.
The Green Rose team has over 50 years' combined experience in financial planning, customer service and administration management.