GREEN ROSE - Key Persons
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."
Job Titles:
- Personal Assistant to Jason Green
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.
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.