Because there's more to life than just your finances
Glenrose Financial Planners, based in Derby, are a team of independent financial planners who offer a comprehensive range of financial planning services. Our goal is to assist our clients in protecting and enhancing their financial position through open, cooperative, and communicative relationships. We pride ourselves on our independence, as we are not affiliated with any investment house, ensuring that our clients receive unbiased advice that serves their best interests.
Our Services
At Glenrose Financial Planners, we offer a diverse range of independent financial planning services, including protection plans and retirement planning. Our aim is to develop a bespoke Financial Plan that suits your unique needs and circumstances. We will work with you every step of the way, from the initial consultation to the implementation and monitoring of your plan.
Retirement Planning
At Glenrose, we recognise that retirement is a significant milestone that requires careful planning. Our retirement planning services are designed to ensure that you arrive at retirement with all the necessary tools to make it a success. We will work with you to develop a comprehensive plan that considers your retirement goals, income needs, and investment strategies.
Investments
Investments are a crucial component of any financial plan. They are designed to be held for a longer term, typically at least five years, and can serve a variety of purposes. At Glenrose, we offer investment advice that is tailored to your unique needs and goals. We will work with you to develop a diversified investment portfolio that aligns with your risk tolerance and time horizon.
Mortgages
Mortgages are a significant financial commitment, and it is essential to work with an independent adviser to ensure that you are getting a mortgage plan that works for you. At Glenrose, we offer mortgage advice that is tailored to your unique needs and circumstances. We will work with you to find a mortgage plan that fits your budget and meets your long-term financial goals.
Protection Plans
Protection plans, such as life and critical illness cover, are essential for protecting your family and business. They ensure financial security, which is so crucial in times of illness or injury. At Glenrose, we offer protection plan advice that is tailored to your unique needs and circumstances. We will work with you to find a protection plan that fits your budget and meets your long-term financial goals.
Corporate Financial Planning
Corporate financial planning can involve looking at a broad range of aspects, including protection plans, pensions, or tax planning. At Glenrose, we offer corporate financial planning advice that is tailored to your unique needs and circumstances. We will work with you to develop a comprehensive plan that aligns with your business goals and objectives.
Tax Planning
Tax planning is an essential component of any financial plan. At Glenrose, we offer tax planning advice that is tailored to your unique needs and circumstances. We will work with you to create and maintain the most tax-efficient environment for your savings and investments, both during your working life and retirement.
Our Approach
At Glenrose Financial Planners, we take a no-nonsense approach to financial planning. We believe in providing our clients with straightforward, clear, and jargon-free advice. Our fees are transparent, and our service proposition is designed to provide our clients with the expert financial advice they need to achieve their financial goals. We are committed to building long-lasting relationships with our clients and working hard to help them achieve their objectives.
Our four-step approach to financial planning is designed to keep things as stress-free, clear, and jargon-free as possible for our clients:
1. Understanding: We take the time to understand your unique needs and circumstances.
2. Research: We conduct comprehensive research to develop a tailored financial plan.
3. Presentation: We present our findings and recommendations in a clear and concise manner.
4. Implementation and Monitoring: We work with you to implement your plan and provide ongoing monitoring and support.
Glenrose Financial Planners: Exceptional Service and Expertise
Glenrose Financial Planners has received numerous positive reviews for their outstanding service and financial expertise. The team at Glenrose, including Chris, Steve, and Neil, have been consistently praised for their professionalism, knowledge, and ability to provide tailored solutions to their clients' financial needs.
Client Satisfaction and Trust
Many clients have expressed their satisfaction with the level of service provided by Glenrose. They have highlighted the team's ability to explain complex financial information in a clear and understandable manner, making them feel confident and supported in their financial decisions.
Expertise and Knowledge
The financial advisors at Glenrose have been commended for their extensive knowledge and understanding of various financial products and services. Their ability to provide impartial advice and develop personalized financial plans has been particularly appreciated by clients.
Prompt and Efficient Service
Glenrose has been praised for their prompt and efficient service, with clients noting that the team is always available to answer questions and provide support. The office staff has also been recognized for their helpfulness and professionalism.
Recommendations and Testimonials
Numerous clients have recommended Glenrose to friends and family, highlighting the trust and satisfaction they have experienced with the service provided. The team at Glenrose has been described as reliable, trustworthy, and dedicated to helping their clients achieve their financial goals.
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