📍 Address: Lodge Lane, Derby DE1 3HB, United Kingdom
📞 Phone: +44 1332 297500
🌐 Website: glenroseifa.co.uk
Careful and thoughtful advice from glenrose. Always put clients best interests first and excellent communication. Highly recommended for your financial planning.
My wife and I were referred to Glenrose by a friend. We had some inheritance we were looking to invest and had some small pensions we needed aligning to suit our needs. Our advisor Steve fully understood what we wanted and recommended various options for us to choose from. We made our choices and have found the annual reviews we received as a follow up service very informative. Steve has guided us with open advice allowing us to consider our options, right through to the point of our retirement. The advice we received has given us the opportunity to retire earlier than we thought we could and has made a significant difference to our retirement. All this during one of the most difficult and challenging periods (covid and the invasion of Ukraine). Always found Glenrose to be a good reliable service and I would recommend.
When I wanted to look at taking out an annuity for my private pension pot I turned to Steve as a reliable souce of information and support. He was incredibly through, took time to understand my needs and came back with options very quickly. The end result has been that my income expectations have been met as well as having a much deeper understanding of how my pension works. I would recommend his services to anyone looking into pensions and annuities.
I have been a client of Glenrose for many years now and have always experienced the highest standard of professional service. Glenrose provide a bespoke service which always exceeds my expectations, the empathetic but focussed understanding has always provided me with a high level of confidence in having made the right choice for all of my financial planning & service needs. During my time with Glenrose I have been supported extremely well and have been particularly impressed with their approach, understanding and solution development skills, particularly during those life impacting occasions, where we all need specialist support in understanding relatively complex situations and a clear way forward. Highly recommended, in all respects.
So pleased that we found Glenrose when preparing for my retirement. Lots of research done beforehand and Glenrose stood out due to the appropriate specialist qualifications of our advisor, Neil. Great communications - easy to make appointments and have ad hoc discussions. We have recommended Glenrose to friends and family, and will continue to do so.
Glenrose have been a pleasure to deal with, providing timely information in an easy to understand format. I now have a much greater understanding of my business financial requirements and my personal plans too. The team are all down to earth and easy to deal with. I highly recommend Glenrose for your financial needs.
Really helpful advice, friendly and professional.
We have used Chris to give our staff sensible advice on stakeholder pensions and we trust him to handle our staging date on the new pension schemes. As a small employer we want to do the best for our staff and know we can rely on Chris to inform us of the rules and best providers to use, without having to take time out from our business to investigate an industry we know little about. Chris and his team are always on hand to give us advice and reassurance when needed.
Chris has been our family adviser for many years, we have always been happy with his advice. He tells us when no change is needed and when it would be for the best. Considering all the changes in the financial markets over the last few years his advice has seen us through, from giving us security when our children were young to giving them advice as they embark on their own financial control.
Glenrose Financial Planners is located at Lodge Lane, Derby DE1 3HB, United Kingdom
You can contact Glenrose Financial Planners at +44 1332 297500
You can find directions to Glenrose Financial Planners by following this map link
10 Chapel Street, Belper DE56 1AR, United Kingdom
75 Derby Road, Cromford, Matlock DE4 3RP, United Kingdom
3 Rectory Place, Loughborough LE11 1UW, United Kingdom
2a Derby Road, Ashby-de-la-zouch LE65 2HE, United Kingdom
Market Street, Ashby-de-la-zouch LE65 1AL, United Kingdom
3 Snitterton Road, Matlock DE4 3LZ, United Kingdom