Glenrose Financial Planners, The Mill, Lodge Lane, Derby (2026)

When Chris Leafe set up Glenrose Investment Limited in 1985 his ambition was to build a business that would deliver high-quality, honest and independent advice. All these years later we are proud to have lived up to that ambition. Over the years our clients have become more financially sophisticated, the tax landscape has become more complex and the range and diversity of investment solutions avai

lable has increased enormously. Our team, in turn, has grown – both in size and expertise – to meet these challenges. That is why we believe Glenrose is better equipped than ever to manage your wealth effectively and to provide the tax-efficient financial solutions that you may need. We know that successful people are concerned to secure a future that is free from financial worry. Choosing the right adviser – one with integrity and the appropriate expertise – will held significantly in achieving this. Our clients include a diverse range of wealthy individuals, successful family-run and owner-managed businesses and Trustees of pension schemes. We advise solicitors and accountants, as well as people from a broad range of other professions. We look forward to working with you to help you achieve your financial objectives.

29/06/2026

Are you really on track for the retirement you want?

Most people have a vision of retirement – whether that's finishing work early, travelling more, or helping their children financially. But when it comes to knowing if their money will actually last, many simply aren't sure.

That's where cash flow modelling can make all the difference.

Rather than relying on guesswork or pension statements that only show part of the picture, cash flow modelling creates a visual roadmap of your financial future. It takes into account your income, pensions, investments, savings, spending, inflation and future goals, helping you see whether you're on track and what changes could improve your financial future.

It also lets you explore important "what if?" scenarios, such as retiring earlier, gifting money to family, or understanding how different investment returns could affect your lifestyle.

At Glenrose Financial Planners, we use cash flow modelling to help our clients make informed decisions with confidence, giving them greater clarity and peace of mind about the future.

If you'd like to find out whether you're on track for the retirement you want, we'd be delighted to help.

📞 01332 297500
📧 [email protected]
🌐 www.glenroseifa.co.uk

13/05/2026

Building a retirement fund can feel overwhelming at times — especially with so many options available, from pensions and ISAs to investments and tax allowances.

But creating a comfortable retirement rarely comes down to one big financial decision. More often, it’s the result of small, consistent habits built up over time.

Making the most of your workplace pension, increasing contributions where possible, using your ISA allowance and checking your investment strategy can all make a meaningful difference to your future finances. Even small changes now can have a big impact later thanks to the power of compound growth.

It’s also worth checking your National Insurance record to make sure you’re on track for the full State Pension — something many people overlook.

At Glenrose, we help clients build retirement plans that fit their lives and long-term goals. Whether retirement feels a long way off or is fast approaching, having a clear plan in place can give you real confidence for the future.

If you’d like to discuss your retirement plans, we’d be happy to help. www.glenroseifa.com

22/04/2026

🌍 Happy Earth Day from Glenrose Financial Planners 🌱

Today is a reminder that the choices we make—both big and small—can shape a more sustainable future for generations to come.

At Glenrose, we believe financial planning isn’t just about building wealth; it’s about building a legacy. That includes considering how our investments, businesses, and everyday decisions impact the world around us.

Whether it’s supporting sustainable funds, reducing paper usage, or simply being more mindful in our daily lives, every step counts.
Let’s continue to invest not only in our futures—but in our planet too.

Address

The Mill, Lodge Lane
Derby
DE13HB

Website

http://www.glenroseifa.com/

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