Glenrose provide independent financial planning and advice to small and medium sized businesses. From our base in Derby, we work across the East Midlands to ensure our clients receive expert financial advice that is straightforward, clear and jargon free.
We know the financial side of life can be complicated and that's why we work hard to get to know you, your business and your plans 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.
We want to be your first port of call for all queries surrounding protection, retirement and investment. Our clients include a diverse range of successful individuals, family-run and owner-managed businesses. We advise solicitors and accountants, as well as people from a broad range of other professions. We also work with individuals and families to provide tailored advice.
Why not get in touch with one of the team and book an initial complimentary consultation to see how we might be able to assist you, your family or your business.
We look forward to working with you to help you achieve your financial objectives.