Storeton Rose Financial Planning Ltd

Independent Financial Adviser  9 Jane Grove, Wirral, CH63 6AA
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.3/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Miss Laura Pearson
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

We offer straightforward, no nonsense financial planning and wealth management.

Approachable and down to earth we see no conversation, plan, product or service as too big or too small. We want to work with you to achieve your goals throughout your whole lifetime (and even after!)

We will help you to make sense of your current financial situation, understand what’s really important for the future, see how your short term decisions could play out in the long term and create as many ‘what if’ scenarios as we need to, to ensure that you can confidently be in control of your financial future.

Whether you are an individual, couple, family or business owner starting out in life or you are in the middle of your life cycle, perhaps approaching retirement or are more mature and considering the future, how it looks and how to pass down wealth. We want to work with you to offer lifestyle financial planning geared towards achieving your life or business goals and providing you with freedom, security and peace of mind for now and for the future.

Our services

We offer full service independent financial planning meaning we are qualified and experienced in all areas of financial advice and planning and will find the most appropriate solutions after fully researching the whole of the relevant market.

This means that we will do what's right for you now and what is right for your future and as life and goals change we can still continue to serve you. You won't need to go elsewhere.

Our expertise include the following:-

- Financial Planning
- Wealth Management
- Residential Mortgages
- Buy to Let Mortgages
- Protection
- Life Insurance
- Health Insurance
- General Insurance
- Retirement Planning
- Pension Advice
- Savings
- Investment Advice
- Arrangement of investment portfolios
- Advice and arrangement on childrens investments
- Equity Release
- Later Life Mortgages
- Later Life Planning
- Long Term Care Planning
- Inheritance Tax Planning
- Estate Planning
- Tax Planning
- Business Financial Planning
- Key Person Cover

Where to find us
Head office address: 9 Jane Grove, Storeton, Wirral, CH63 6AA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.3/10
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FCA authorised
Last authorised 13th September 2021

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