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