This is what some of our customers say about us. All the people below have given permission which we hold in writing, however to protect our clients' details we are only using initials.
Personal recommendation is one of our biggest sources of custom. Thank you to those that have given testimonials and recommended us, we really do appreciate it.
I have dealt with many Financial Advisers over the years and have dealt with Jason Green for the last 6 years. I simply cannot recommend Jason enough. In my experience he cares very deeply about the service he provides for his clients. I recommended Jason to my parents and if you are considering taking any financial advice I would totally recommend that you talk to Jason. You will find him to be someone who is sincerely interested and very focused on helping you, but also a refreshingly candid and straight talker. I would also say that he makes these complicated financial issues easy to understand and even fun to consider. I consider Jason to be a real gem.
Jason Green of Green Rose takes great care to ensure I understand the portfolio he has devised for me, and I value the time he spends assessing what is best for my circumstances, and the research that goes into presenting figures that even I can follow. He makes it fun; he is easy to deal with and certainly has high service values. I would not hesitate to recommend Green Rose’s services to friends and colleagues and I’m glad to do so here as well.
Like many people I imagine, I and my immediate family were trying to look after our financial and inheritance issues ourselves, until someone suggested that Jason Green would be worth consulting. Although hesitant, we agreed, and I can honestly say since that time the issues we were struggling with have become clear with the result that we find we are working towards a defined plan that can be adapted whatever the market conditions happen to be at the time. I would recommend Jason's services to anyone in a similar position and especially to those who think they know best!
The service is always very good and would not hesitate to recommend to others. Always friendly, smart and explains things very clearly so as not to confuse.
We’ve appreciated Jason’s very personal attention to our financial planning. Our portfolio has subsequently out-performed the FTSE 100 even in the current unprecedented financial climate. We would continue to recommend Green Rose to friends and acquaintances.
Since my retirement a couple of years ago Jason has helped me sort out all the financial aspects of my life. I was very fortunate to be introduced to Green Rose through an NHS retirement course that I attended and I can thoroughly recommend the efficient and caring service that Jason and his team provide.
We've known Jason for the last 3 years as a result of a recommendation from discerning friends. In that time he's provided us with excellent advice even during the recent meltdown period, on the basis that we were looking at investments from a long term perspective. Jason has a very engaging personality which is positive & cheerful at all times.
We have only known Jason Green for about 2 years. However, during this time he has provided us with a great deal of sound advice and planning. He has re-structured the planning at short notice and helped us through trying times providing escape and comfort from seemingly impossible situations. We would have no hesitation in recommending him to anyone seeking financial advice or planning.
My circumstances were very sad when I met Jason in 2000. I found him very understanding and easy to talk to and still do. Jason took over my finances in 2008 and I was very pleased he did. I look upon Jason not just as a financial advisor but as a friend.
I have sought Jason Green’s financial advice for over 10 years now and I find him utterly professional, he certainly knows his field. If ever I am unsure about a financial matter Jason is there explaining it to me in terms I can understand and amazes me with his knowledge. Jason, I see you as more of a friend now, you look after my whole family and all of us would recommend you as a person who we can trust to have our best interests at the forefront of your mind. You are uplifting to talk to, extremely positive and the customer service from you and your team is outstanding. If you are after financial advice with a personal touch, I highly recommend Jason Green and Green Rose.
... Well here we are at last about to draw a pension. I just want to say it has been the greatest of pleasures having you guys represent us over the last 4 years or so. Everything we ever hoped to achieve financially for our retirement has not only been met but surpassed. Without doubt a huge part of that is down to you guys and you will always have our gratitude...
We cannot fault your service. You make us feel like we are your most valued client at all times.
Very happy with overall service provided.
Business always conducted professionally but in a friendly manner. Advice has proven invaluable. Always a pleasure to deal with.
We both value and appreciate all the help and advice we get from Jason and Green Rose Ltd. Thank you.
From day one the service from Jason has been friendly and top rate. The professionalism to provide us with the best possible advice for our investment has also been excellent. We couldn't recommend Green Rose highly enough.
One of the great benefits of dealing with Green Rose is apart from being very professional they take all the worry out of investing and give you confidence. Advice is always on hand and the administration side is spot on leaving you little to concern yourself with.
We both like the professional, friendly, helpful advice. Nothing is too much trouble. Jason is always on hand to help whenever he is needed, even if he is away on holiday with his family!
Jason always explains everything clearly and remains patient as we try to understand the issues. We are happy to put our trust in his advice.
Strongest points have been: 1) High quality and level of service 2) Turning complex financial items into easily comprehensible terms 3) Constant management of funds/pension etc and annual review.
We are always happy to follow Jason's advice and are pleased we are able to make our comments.
Taken from a client referral...
I know a lot of top drawer financial advisers. I do have a particular favourite who has been in the financial business for years, but is still only 47 and full of beans. His name is Jason Green. He is very laid back and never pushes anyone into an investment or product that is not suitable . He is very good, and very responsive. I never have to wait long for a response to a query, whatever it might be. I am a Jason fan. Jason keeps his client base to around 120 so that he can give excellent service to all his clients, and thereby have a high satisfaction rating with no churn rate.
Jason is very supportive to us both and all his advice has been valued greatly. Very grateful for everything over the last 10 years. Thank you.
I particularly enjoy the chance to talk face to face with Jason. The world of finance is not my forte and he is able to explain the intricacies in a way that is comprehensible but not condescending. An excellent service.
Kept informed well by email thank you. Felt reassured and relaxed in what I was taking on.
We like the regular reviews. We like the relish with which questions are received and answered.
Definitely reassured that Jason took the time to understand our objectives. Clear communication throughout.
Very good service and very thorough research and preparation. Good, sensible and easy to understand advice. Friendly and impartial advice.
We feel Jason had a good understanding of our needs, both now and in the future.
Personal and excellent service as always. Our investments have exceeded our expectations due to Green Rose.
Strengths: Pressure free exploration of our assets, needs and constraints; Personal engagement and ability to build trust; Hassle free delivery of service.
Weaknesses: None so far!
The service has always been conducted in a professional and considerate manner. I am impressed by the time and patience you have invested in my modest portfolio and your efforts to enhance my pension and ease my retirement - whenever this might be. Thank you.
Jason goes above and beyond every time. Green Rose offers personalised service, attention to detail and clear objectives when it comes to financial planning. So glad we found you!
Clearly communicating complex subjects / transactions. Always approachable. Thanks.
You provide constant updates on the progress of our funds and reply promptly to any queries. You have made the minefield of arranging our pensions much more manageable.