Meet the Glenrose Team
Meet the Glenrose Team
At Glenrose, we provide clients with a professional and responsive service.
We are a well-established team that adheres to being consistent and fair with services and advice. Our people are very important to us, as is making certain we provide all our clients with the best possible financial planning services. The financial landscape may be ever changing but the team maintain their commitment to delivering outstanding personal service.
Find out a little more about our team below
Chris Leafe
Director
Most of Chris’s working life has been in the Financial services sector. He has over thirty years of experience but with Chris it is not just about work, it’s about being in business, the triumphs and tribulations of business and family life. Chris’s experience means that he has become a trusted adviser for his clients
Steve Wragg
Financial Planner
Over 25 years in the financial services sector. Steve is a recovering bank employee. A financial adviser with an eye for the “devil in the detail” and a love of art, which makes for an interesting combination.
Neil Melton
Chartered Financial Planner
Neil has over 25 years experience in financial services, is a qualified Chartered Financial Planner with the highest accolade in the profession as well as gaining a Masters degree in financial planning and business management. Neil enjoys getting outdoors, running and supporting his local community.
Katy Wright
Financial Administrator
Katy has been a business owner herself. She understands the need for good rapport, the need for good service and how business works. Katy is usually your first point of contact as a new client to Glenrose.
Ruth Cocker
Business Administrator
Ruth has worked as a PA to the director of a major plc in Derby. She has particular experience in business administration and has been responsible for organising multi-national conferences and training courses. Ruth has responsibility at Glenrose for business processes and administration.
Henry Pynegar
Trainee Financial Adviser
Specialising in investment research, Henry takes pride in his jargon-free explanations of financial concepts.
Outside work, you’ll find Henry playing racket sports and nerdy board games.
Monty
The real boss
Monty has been a great team member for the past 5 years. He loves his days in the office where he provides an entertaining distraction at times but also helps to maintain the calm and relaxed atmosphere that we encourage here at Glenrose.