About Glenrose Financial Planners

About Glenrose Financial Planners

We are a well-established firm of Financial Advisers based in the centre of Derby. 

Glenrose has always provided financial planning and advice to small and medium sized businesses and this forms a core part of our portfolio. We also work with individuals and families to provide tailored advice. We want to be your first port of call for all queries surrounding protection, retirement and investment.

The financial side of life can be complicated and that’s why we work hard to get to know you and your aspirations for the future. Through consultation we will work with you to fully understand your current financial position and compare this to where you want to be. We will provide quality advice and practical pathways to help you to achieve this. Furthermore we will take care of all the necessary final steps to turn your plan into a reality.

Our Approach

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.

Fill out the form below to arrange your first meeting and start seeing the differences working with an Independent Financial Adviser can do for you.

Our Values

Putting our customers firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client-focussed business.

Everything we do is driven by our values of:

PASSION

We love what we do.  It’s not just about providing people with the best financial advice. It’s about helping them secure their financial future.

Approachability

We have a belief that there should be an ease of access to Financial Advice for everyone.

Honesty

We won’t tell you what you want to hear, we’ll tell you what you need to hear.

Fairness

We’re dedicated to providing the best possible service to all our clients and take pride in developing our knowledge and expertise to provide the most up-to-date advice and information.

These values are what motivate us, guide our decisions and shape our behaviours.

Understanding

We offer an initial consultation at our cost to see how we might assist in your financial planning. The meeting will be informative, discussing how we can best help you achieve your financial objectives.

Research

Our research and planning time is when we look in more depth at what we have discussed and prepare our recommendations. We review the market, products and providers before making our recommendations.

Presentation

This is where we meet to go through your recommendations in more detail, what this means and how it impacts you. This is also the perfect opportunity to ask any further questions.

Implementation and Monitoring

We will take care of all the necessary steps to implement your plan and help turn your goals into a reality.

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.