Green Rose Financial Services Limited

Independent Financial Adviser Beckenried, Bury Road, Wickhambrook, Newmarket, Suffolk, CB8 8PD
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th September 2018
High standards, excellent service and a focus on providing real value to our clients.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Jason Green ACSI CEMAP DIPPFS
Director
What our clients say
Please see our website to see what our clients think.
Testimonials,
Where to find us

Beckenried, Bury Road, Wickhambrook, Newmarket, Suffolk, CB8 8PD

Contact us
About us

We have excellent experience and pedigree within investment, retirement planning, inheritance tax planning etc. We see you at your home or work, minimising inconvenience.

See our website for testimonials and general information.

Green Rose Financial Services Limited is registered in England & Wales no. 5892437. Green Rose Financial Services Limited is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (http://www.fca.org.uk/register) under reference 714847.

Our services

We provide bespoke relationships to over 120 individuals who require wealth management and preservation services. We pride ourselves on being responsive, technically knowledgeable and responsible. Our client retention is regarded as 2nd to none. We know what we are doing and do it well. We are not for everyone but for those where there is a "fit" we are ideal.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Compliance

Green Rose Financial Services Limited is registered in England & Wales no. 5892437. Green Rose Financial Services Limited is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (http://www.fca.org.uk/register) under reference 714847.

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