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 12:30PM, delivered on Zoom and are themed. Each session has an expected duartion of 40 minutes.
Initial 2024 dates are now in place with more sessions to be added throughout the year.
| Date | Session Type | Registration link | Feedback on session |
|---|---|---|---|
| Thursday 16 May, 1PM | Making the most of your pension plan | 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 Laura, who is a Chartered Financial Planner. You can schedule in a phone appointment or a 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.