Storeton Rose Financial Planning Ltd - Mortgages

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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Bad credit
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Buy my next home
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Buy to let
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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
Response rating
9.2/10
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FCA authorised
Last authorised 27th June 2022
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
What our clients say
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 planning. I was also looking to re-mortgage. I searched for a local firm and found Storeton Rose. Laura was great in helping me with all of these but also gave me some great advice on life insurance and income protection which was easy to understand and made all of my options clear. She was able to get me some very reasonable policies which cost a small price for the peace of mind. Laura handled everything for me, the whole process was straightforward and I’ll be using Storeton Rose for all my financial matters moving forward. Thanks Laura!
Paul, Bebington, Wirral
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 relaxed. We talked through what I wanted to get out of my plan - I wanted to ensure that I had the best mortgage rate, and was covered if I was unable to work as I am a single parent, I also wanted to set some savings up for my children. The plan that was created for me ticked all the boxes, I set up a Junior ISA, and took out critical illness and life insurance, and have a plan in place for when I'm looking to remortgage, which I will definitely be looking into once my current term expires! I also feel more confident about my pension, and will be looking at what my investment options are over the coming months following their advice. Really pleased with the service overall, made everything easy to understand, and no pressure to do anything that isn't right for you!
Nicola, Litherland, Liverpool
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 favourable insurance. Laura’s advice has given me peace of mind, made my options clear and saved me money.
Sian, Waterloo, Liverpool
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 another financial advisor that we trusted and we would thoroughly recommend her too.
John, Irby, Wirral
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 mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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
9.2/10
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FCA authorised
Last authorised 27th June 2022

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