Green Rose Financial Services Limited

Independent Financial Adviser  Beckenried, Newmarket, Suffolk, CB8 8PD
First meeting at adviser's own cost
High standards, excellent service and a focus on providing real value to our clients.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR Jason Green ACSI CEMAP DIPPFS EFA
Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

What our clients say
Our clients and their feedback mean a great deal to us, and more than 30 of our clients have given permission to publish their reviews on our website, for example: “….We cannot fault your service. You make us feel like we are your most valued client at all times…” “….Business always conducted professionally but in a friendly manner. Advice has proven invaluable. Always a pleasure to deal with…..”
Please visit ‘what our clients say’ in the About Us section of our website, www.green-rose. co.uk/what-our-clients-say/
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.

We are open and see clients during office hours, 9am to 5pm, Monday to Friday.

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 (register.fca. org.uk) 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.

Where to find us
Head office address: Beckenried, Bury Road, Wickhambrook, Newmarket, Suffolk, CB8 8PD
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • icons
    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021

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