Corporate Financial Planning

Corporate Financial Planning helps an organisation to determine the financial needs or goals and how to achieve them. It can involve looking at a broad range of aspects including protection plans, pensions or tax planning.

We work closely with our business clients to become your trusted Financial Adviser. Working in partnership with you to provide assistance and advice and securing the future of the business and the owners.

The Glenrose team will be there to support you as your business grows and can advise on:

  • Business protection plans
  • Directors’/Partners’/Owners’ pensions
  • Tax efficiencies



Whether its an initial discussion or your annual review, why not book an online meeting with one of our advisors below. You can fully manage your booking, with the ability to amend or cancel the meeting if circumstance change.

Book an online appointment 

I have recommended you to clients for products such as Keyman insurance and pension policies and the feedback has been overwhelmingly positive. My clients have received clear and concise advice on areas that will save them tax but more importantly protect them for the future

Mr JB - Worksop (Business)