GREEN ROSE

• 64999 - Financial intermediation not elsewhere classified

Green Rose Financial Services Ltd provides a personal financial advice process specialising in wealth management, investment and retirement planning, wealth creation and preservation... Typically, Green Rose clients have upwards of £200k of investable assets such as pensions and investments. Our clients' liquid assets can be between £200,000 and £2million and this is our target market. Typically, our clients are either retired or approaching retirement (45+), and their primary financial issues include retirement planning i.e. securing enough money in retirement (capital and income), getting a good return on their investments but with a level of controlled risk, and succession planning i.e. what happens, on death, to their family, loved ones and their estate... If you feel we may be suited, we would be very happy to have a sensible conversation in the comfort of your own home or work (at our cost) to see if Green Rose can help you. This is usually preluded with a telephone..

Also known as: GREEN ROSE FINANCIAL SERVICES LIMITED, Green Rose Financial Services Ltd

Registration numbers: 05892437 (CH), 5892437 (W)

Primary location: BURY ST EDMUNDS