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.

Ability

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.

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...