Storeton Rose Financial Planning Ltd
Initial consultation free
Independent
We help down to earth people confidently make the decisions they need to achieve their financial goals.
Our mission is to cut through the jargon and empower people to make decisions that will positively affect their financial future.
We can advise you on
Clients
helped
104helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Miss Laura Pearson
Chartered Financial Planner
Annette Smith
Mortgage & Protection Adviser
What our clients say
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Paul
I had a number of financial matters which I’d been meaning to deal with for some time. I’d recently moved firms and so used time this as an opportunity to get some help with my pension and retirement...
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Sian
I received some money through inheritance and also bought a new home.
Laura advised me on the best and safest places for investments, organised a fantastic mortgage deal for me and also arranged...
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Nicola
I contacted Storeton Rose as I was looking for a bit of a financial health check, and put some things in place for the future. The initial meeting was via zoom, which was really convenient and...
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John
We engaged Laura as we knew that we were in need of advice for our future. The advice that she has given us and the research carried out on our behalf has been excellent. She was recommended by...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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