Glenrose Financial Planners - Derby

Glenrose Financial Planners is a reputable financial planning company located at The Mill, Lodge Ln, Derby DE1 3HB, United Kingdom. They can be contacted on Phone: 1332297500 or via their Website: glenroseifa.co.uk. The company specializes in financial planning and has several points of interest for their clients, such as a wheelchair-accessible car park, wheelchair-accessible entrance, gender-neutral toilets, and on-site parking. Appointments are recommended.

With a strong focus on customer satisfaction, Glenrose Financial Planners has garnered 24 reviews on Google My Business, earning an impressive average rating of 5/5.

Characteristics

• Financial planner specialization
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Gender-neutral toilets
• Toilet
• Appointments recommended
• On-site parking

Location

The Mill, Lodge Ln, Derby DE1 3HB, United Kingdom

Recommended Information

Address: The Mill, Lodge Ln, Derby DE1 3HB, United Kingdom

Phone: 1332297500

Website: glenroseifa.co.uk

👍 Reviews of Glenrose Financial Planners

Peter F.

5/5

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.

Brian F.

5/5

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.

Andrew

5/5

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.

Paul M.

5/5

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.

Clare H.

5/5

Steve has been great in helping me, a complete novice, with both investments and a pension. Everything is explained clearly and kindly and presented very professionally. Happy to recommend Glenrose to anyone regardless of level of financial knowledge

Carl P.

5/5

We’ve been dealing with Steve @ Glenrose for 2 years now. From the very start Steve and the team at Glenrose have always been there for us whenever we’ve wanted advise or just have a question. We have our reviews with Steve just to make sure our investments are on track and also given multiple options to amend things if we wish too.
Thank you

Marcus C.

5/5

I chose Neil from Glenrose after searching for a local Chartered Financial Planner to help me with retirement planning. Neil’s knowledge and advice has been invaluable, taking on board my requirements and goals to create and execute a great early retirement plan. Highly recommended.

Annette L.

5/5

Been with Steve @Glenrose for many years now. He offers great impartial financial advice along with the explaining everything in layman's terms. He's very trustworthy and reliable, we wouldn't be without him.