Glenrose online financial advice service

Listed Under: Blog

At Glenrose, we’ve always prided ourselves on delivering exceptional service to all our clients and making it easy for you to work with us. 

So, we launched our online service which enables us to offer even greater choice in the ways you want to engage with us. 

The coronavirus lockdown gave us lots of time to think about how we can offer our full range of financial planning services to businesses and individuals alike and confirmed that technology presents everyone with a new way of working. 

So, we invested in the technology and software required to offer a full financial planning service virtually, which will complement the face-to-face consultations we usually provide. 

It means that you can simply visit our website to book an initial appointment via an online booking system and receive all the documents you need ahead of the first meeting.

You will then have a 60-minute session with one of our team of expert financial advisers to discuss your individual planning needs, whether that’s insurance and investment advice, retirement planning and mortgages, or even assistance with corporate tax.

After the meeting, the planner will draw up a report and recommendations based on your requirements, before a second meeting takes place to sort all the paperwork. 

All transactions and documents can be securely signed and verified electronically, in accordance with GDPR. 

Our Director, Chris Leafe, said: “Our online financial planning service allows us to broaden our horizons, reach a wider customer base and also offer a more convenient way to meet with us to discuss all your investment, mortgage, pension and protection needs. 

“Our online portal will sit alongside our other financial planning services to offer customers more choice in the way they want to engage with us. 

“Most of our customers are based in and around Derby, but this virtual service will enable us to cover a wider geography in the East Midlands and further afield. 

“We believe we provide a unique and valuable proposition, thanks to our jargon-free, straightforward, no-nonsense approach and we want to make it as widely available as possible.”

Anyone interested can book an initial appointment online here