Prior to specialising in financial planning, Jason built his experience over 10 years in blue chip management, mainly customer services, finance and project work. Specifically in financial advice he has worked within one of the largest international banks, a major life insurance company and in a financial advice and stock broking house and has been giving regulated financial advice for over 20 years.

Former roles lead to his goal of setting up his own company, Green Rose Financial Services Ltd, which was formed in 2006. He has used his experience, skills and knowledge to create an offering to his clients that is founded in high-quality financial planning, advice, service and adding real value.

Jason maintains that the real enjoyment of his job is derived from spending time and nurturing relationships with his clients, something he considers a real privilege.

Jason and his lovely wife Sam, are kept on their toes by their two children, Jack and Kitty. When not at his desk, with clients or engaged in family time, Jason will be found either keeping fit often in the gym or enjoying time in the garden. Jason was formerly a Governor and Chair of Governors at his local school where he enjoyed over 8 years' service.

He says, "In my job I am lucky; I am trusted to share in people's lives. Our results are usually easy to demonstrate, I believe this is why we have lost so few clients over the years and gained many, often by word of mouth. If we are right for you I hope one day we might work together."

Sam S (as she's known in the office with two Sams!) provides support to Jason in all client facing aspects of the business and additionally in some business admin areas. Her particular strength lies in refining and improving the administrative processes and procedures in order to ultimately deliver the best possible service to clients.

Joining the team in January 2011, Sam S brings broad, practical administrative experience, applied across a variety of companies and charitable organisations, including her own Admin Services business.

She has a professional, steady approach to her various tasks at Green Rose and her friendly manner and skills in communication make her a good office sounding-board.

When not at work, or immersed in the goings on of her family, Sam S can be found enjoying a good book or film, playing her piano or practicing for choir, and she is a keen volunteer within the local community.

Sam G is at the heart of all things case and office management related. She has worked alongside Jason since the company's inception where her role has evolved and expanded markedly through the years.

Sam G brings substantial experience and knowledge to the company, gained over many years in her roles supporting financial advisers in a large UK building society.

Sam's experience, stamina and tenacity are fully utilised as she manages and processes the company's considerable case load. She gives each client's case the detailed attention it requires (with Jason) and is committed to ensuring that clients are updated and in touch with the process. In addition, she manages much of the background administration and finance required to keep the business running efficiently.

At home, she is fully occupied as mum of a busy family and time permitting, she enjoys indulging in a good book or box set binge, heading to the spa with friends, and getting involved in various community activities.

The working environment at Green Rose is supportive and industrious and there's always a laugh to be had both in and out of the office.

Jason and the Sams bring a host of experience to their roles, and good friendship to the team, which collectively is to the enormous benefit of the business. They are a cohesive team, with shared customer service values, and they invest their best energy into delivering excellent service to clients.

At times of stress with clients such as illness or even death, uniquely in our experience, Green Rose has two members of staff, Sam S and Jason, who are both trained in counselling skills, something which has proven very valuable in challenging times.

Jason, Sam G and Sam S are the key members of the Green Rose team, but equally important to mention are the outsourced partners who are vital to the running of the company and for the customer experience insisted upon. They are finance people, telephone covering staff, paraplanners (technical report writers), compliance services and more.....