Glenrose Financial Planners

Received great advise on my finances from Glenrose F. Planners. My advisor was very detailed, created a comprehensive report and explained it to me very clearly and in great details. I can only recommended Glenrose F. Planners.

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.

Chris is very knowledgeable and very helpful. He has put us on the right track several times. The team in the office are great as well. Nothing is too much bother.

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.

We have been using Chris & his team for many years personally & for our business - he has a vast knowledge & it always on hand if you have any queries. Would highly recommend