The Trust has enlisted the support of a local financial advisory service, Storeton Rose Financial Planning to deliver a series of financial webinars and also offer the opportunity for a 1:1 guidance sessions to help with managing finances at this time of increased cost of living.
You can watch a welcome video from Laura Pearson, the Director of the company, here.
Webinars
The series of webinars purpose to provide concise and practical information.
See the table below. All sessions start at 1pm, delivered on Zoom and are themed. Each session lasts 45 minutes.
More 2024 dates are now in place with new topics.
| Date | Session Type | Registration link | Feedback on session |
|---|---|---|---|
| Thursday 28 November, 1PM | Planning for retirement and making the most out of your Pensions | Registration link | Storeton Rose Survey |
1:1 Guidance Sessions
There's also an opportunity to book a free 30 minute 1:1 guidance session with a member of the Storeton Rose team and you can find out more information below.
Laura holds Chartered Financial Planner status making her one of the most highly qualified Financial Planners in the UK focussing on Investments, Pensions, Taxation and Insurances whilst also specialising in Business Financial Planning, Long Term Care Planning, Mortgages and Equity Release.
Laura founded Storeton Rose in 2021 with a mission to help financial planning become accessible and understandable to everybody rather than just the super wealthy.
Laura spends a lot of time in the gym or climbing mountains to try and combat her love for red wine and cheese. She loves to travel and if she isn’t writing financial plans she’s making holiday plans!
​Liverpool born and bred Laura now lives on the Wirral with her partner Paul and her daughter Ella.
Click here to book a free 30 minute telephone call
Click here to book a free 30 minute Teams call
Hi, my name is Claire, and I am a Financial Planner at Storeton Rose Financial Planning. I am also a Associate and Director of Storeton Rose Wills and Estates.
I have worked in financial services since 2003 spending my early career with pension providers such as AXA and Royal London. I then moved on to supporting financial planners and their clients before moving into the advice sector as a financial planner in 2017.
I can help you with all aspects of financial planning and particularly with regards to Investments, Pensions, Taxation, and Insurances. I also specialise in estate planning and can arrange wills and lasting power of attorneys to ensure you are fully protected providing peace of mind.
I live in St Helens with her partner Aran and son Bleu. I am a football AND rugby mum, so most weekends are spent at the side of a muddy pitch and being a taxi service for my son’s busy social events. However, when I did find time for myself, I enjoy yoga, getting outdoors and catching up with my friends and family.
I am very conveniently placed for those who are based across the Northwest and particularly the Merseyside and Cheshire areas.
Click here to book a free 30 minute telephone call
Click here to book a free 30 minute Teams call
Annette has been absolutely fantastic. We could not of asked for a better broker to help us with our mortgage for our new home. Always on hand to help with any questions and so full of knowledge in all areas. Fantastic.
We are so glad we came across Storeton Rose as we have now been given all the advice we needed from one place. We contacted them as we are local to the area and wanted someone we could see face to face. Such a lovely company to deal with as they make everything seem so easy. Thanks again.
I recently dealt with Annette for a remortgage and protection health check and she was professional, friendly and knowledgeable. Will not go anywhere else in future, client for life! Very happy with the result and the ease of the process thanks to her for going above and beyond.
Amazing!! Laura has helped me with so many different aspects of my life - mortgage, insurance, financial mentoring!!! So glad I found her and Storeton Rose as felt a bit lost before with everything that's going on in the news.
Laura and the team at Storeton Rose were a breath of fresh air to deal with. At the first meeting we didn't really know what to expect as I was always of the view that you had to have lots of money to need a Financial Advisor, but how wrong could I have been. Laura made us realise that we could afford more than we thought and quite simply made our dreams come true! When dealing with the mortgage offer and renegotiation they were always super responsive and made the whole process easier to handle. Would highly recommend Storeton Rose whether your are a normal earner or millionaire :-)
I had an unwieldy mix of shares, premium bonds, cash ISAs, shares ISAs, low interest savings accounts, too much cash in the current account and a couple of occupational pensions. Bit of a nightmare for an executor!
Laura helped me with my risk profile and then consolidate my investments accordingly. I was walked through all the stages and updated as things progressed. I followed her advice and also updated my will and arranged Lasting Power of Attorney through a local solicitor.
Storeton Rose have been a pleasure to deal with. We have a few different policies now set up, including pensions and trust funds. Laura and Lauren took care of everything and made it really smooth and easy for us.
I would 100% recommend Storeton Rose and I will definitely be using them to help with other financial planning requirements.
The above is a selection of feedback taken from Storeton Rose's yell.com reviews.