“Because there’s more to life
than just your finances”

Financial planners Derby

Glenrose Financial Planners offer a range of independent financial planning services from protection plans to retirement planning. We will work with you in an open, co-operative and communicative way to develop your bespoke Financial Plan. Our aim is to protect and improve your financial position. We are not affiliated with any investment house so you can be sure of receiving truly independent advice that benefits you.

What we do

Glenrose Financial Planners offer a range of independent financial planning services from protection plans to retirement planning. We will work with you in an open, co-operative and communicative way to develop your bespoke Financial Plan. Our aim is to protect and improve your financial position. We are not affiliated with any investment house so you can be sure of receiving truly independent advice that benefits you.

Retirement Planning

Here at Glenrose, we understand retirement and money and will work with you to make sure you arrive at retirement with all the tools you need to make it a success!

Investments

Investments are designed to be held for a longer term, usually at least 5 years and can be for a number of reasons.

Mortgages

By working with an independent adviser you can be sure you are getting a mortgage plan that works for you

Protection Plans

Life and critical illness cover can never replace the health and wellbeing of someone but it will protect a family and a business and ensure financial security which is so crucial

Corporate Financial Planning

It can involve looking at a broad range of aspects including protection plans, pensions or tax planning.

Tax Planning

Creating and maintaining the most tax efficient environment for your savings and investments through your working life and retirement.

No-nonsense approach

From our base in Derby, we work across the East Midlands to ensure our clients receive expert financial advice that is straightforward, clear and jargon free. 

Our clearly defined service, transparent fees and effective service proposition has helped build a strong and trusted client-base. As a valued customer your needs are important to us. Our approachable team are able to advise you whatever your financial requirements.

Why we do it

We like the engagement with our clients and would ask you to work with us and benefit from our relationship. It gives us great satisfaction to know that we have helped somebody achieve their desired lifestyle.

How we do it

We have developed a simple 4 step approach to Financial Planning to keep things as stress free, clear and jargon free as possible for our clients. We aim to be your partner of choice for your financial future and we will work hard to help you achieve your objectives.

1. Understanding

2. Research

3. Presentation

4. Implementation and Monitoring

For a no-obligation initial consultation or your financial review online

Book now

Straight forward financial planning!

Whether you are enquiring with us for the first time and want to take advantage of our initial complimentary no-obligation consultation or you are one of our existing clients and would prefer to move you financial review online, you can now book your own appointment using the button below.

Just like our no-jargon approach to Financial planning, we want to keep things simple so best of all, you are in complete control picking the advisor, day and time to suit you. The system will automatically add the meeting to our diary and send you and us a meeting invite. You can then manage your booking from within the system, so if you need to amend or move the meeting you can do this instantly by revisiting your booking.

Download our Glenrose brochure

Start download

Testimonials

Chris has always provided quality advice and more importantly a language that the clients understand. One client recently commented I wish had met Chris ten years ago
Mr DH - Heanor(Business)

How can we help?

If you have any questions or would just like an informal discussion, then please do not hesitate to get in touch with our team.

Data Protection Notice | Glenrose Financial Planners is the trading name of Glenrose Investment Ltd which is Authorised and Regulated by the Financial Conduct Authority We are entered on the Financial Services Register number 647497 at https://register.org.uk/

If you have a complaint or dispute with us, you are entitled to make a complaint.  We have a complaints procedure that is available on request.  If you wish to register a complaint, please contact us either in writing, by telephone or email.  Please be assured that we treat complaints seriously.  For your protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service IFOS).  Please see the following link for detials: http://financial-ombudsman.org.uk

The Financial Conduct Authority does not regulate taxation and trust advice and some aspects of commercial mortgages and buy to let mortgages.  When investing, your capital may be at risk.  The value of your investment can go down as well as up and you may not get back the full amount invested. Your home or property may be repossessed if you do not keep up repayments on your mortgage. 

Registered in England No. 2491942 Registered Address: Glenrose Investment Limited, The Mill, Lodge Lane, Derby, DE1 3HB.  

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Copyright © 2024

Website by QBD

Please complete the form below

For a no-obligation initial consultation or your financial review online please complete the form below and we will get in touch to arrange further details.