Our Strengths

Customer respect

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.

Personal service

This is another area which is so often given just lip service. There is no doubt that Green Rose customers have similarities, but the fact that they are all individual is something we always 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.


The proposed £13billion merger between Sainsbury’s and Asda has been officially blocked by the Competition and Markets Authority (CMA), which claims in its definitive report that the move would cost shoppers more and would squeeze suppliers.
The competition watchdog has blocked Sainsbury's proposed merger with Asda on the grounds that it would result in "increased prices" and a "poorer shopping experience" for UK shoppers
Read What the experts are saying about failed Sainsbury’s-Asda merger latest on ITV News. All the Business, Consumer news
RBS chief executive Ross McEwan resigns after five years
The news of RBS boss Ross McEwan's departure was announced ahead of its annual general meeting in Edinburgh and has sent its shares down 5 per cent this morning.