Storeton Rose Financial Planning

Storeton Rose Financial Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Storeton Rose Financial Planning, Financial planner, 22 Village Road, Higher Bebington.

We help multiple generations of families at many different life stages to secure their financial future and become confident about their money through straightforward, no nonsense financial planning, advice and products.

What does a financial planner actually do? 🤔Financial planning isn't about telling you what to do with your money - it's...
21/07/2026

What does a financial planner actually do? 🤔

Financial planning isn't about telling you what to do with your money - it's about helping you make informed decisions with confidence.

Whether you're buying your first home, planning for retirement, protecting your family or simply looking to make the most of your finances, a financial planner can help you create a plan that's tailored to your goals.

At Storeton Rose, we believe financial planning should be clear, personal and built around what matters most to you.

Wherever you are on your financial journey, we're here to help you plan for the future with confidence.

Please join us in welcoming Jennifer Lloyd to Storeton Rose Financial Planning.Jennifer joins us as our new Paraplanner,...
20/07/2026

Please join us in welcoming Jennifer Lloyd to Storeton Rose Financial Planning.

Jennifer joins us as our new Paraplanner, bringing with her more than 20 years of experience in financial services.

Having worked across banking and independent financial advice, Jennifer has built a wealth of knowledge supporting advisers and helping clients navigate important financial decisions.

Her attention to detail, technical expertise and client-first approach make her a fantastic addition to our team.

Outside of work, Jennifer enjoys keeping active at the gym, spending time with her family and unwinding with a well-earned glass of wine. 🍷

We're delighted to have her on board and look forward to the experience and knowledge she'll bring to the team.

Welcome to Storeton Rose, Jennifer!

Meet Jennifer 👉https://www.storetonrose.co.uk/meet-the-team

🎉 It's double the celebration at Storeton Rose Financial Planning! 🎉Last week we celebrated two work anniversaries... so...
17/07/2026

🎉 It's double the celebration at Storeton Rose Financial Planning! 🎉

Last week we celebrated two work anniversaries... so the cake definitely needed to be bigger! 🍰

A huge happy 2 year work anniversary to Jake McNeight and Malcolm Gorton!

Jake joined us in 2024 and has gone from apprentice to an integral part of the team. Whether he's keeping applications moving, supporting our advisers or making sure clients are kept in the loop, he does it all with a positive attitude.

Malcolm brings a wealth of experience to the team and has helped countless clients navigate the world of mortgages and protection over the years. Whether he's helping first-time buyers get on the property ladder or finding the right solution for existing homeowners, his calm, knowledgeable approach makes all the difference.

Thank you both for everything you do. Your hard work, dedication and the positivity you bring to the team don't go unnoticed, and we're lucky to have you both as part of Storeton Rose.

Happy work anniversary, Jake and Malcolm! Here's to another great year! 🥂🎉

💙 To all the parents of children finishing primary school this summer…What a milestone. It probably feels like only yest...
17/07/2026

💙 To all the parents of children finishing primary school this summer…

What a milestone. It probably feels like only yesterday you were holding their hand on their very first day, and now they’re getting ready to start high school.

It’s an exciting time, but it’s completely normal for it to feel a little emotional too. We hope you all have a wonderful summer making memories together before this next chapter begins.

To celebrate, the Storeton Rose team have been looking back through our own childhood photos… 📸👶

Can you guess who’s who? 🤔
Take a look through the pictures and pop your guesses in the comments. We’ll reveal the answers soon!

Wishing all the Year 6 leavers and their families the very best of luck for September. Here’s to exciting new beginnings! 💙

🌟 We’re delighted to share that our Financial Planner, Charlotte Cisarello, has been nominated for Rising Star – Adviser...
13/07/2026

🌟 We’re delighted to share that our Financial Planner, Charlotte Cisarello, has been nominated for Rising Star – Adviser of the Year at the Women in Financial Advice Awards 2026.
Since joining our team, Charlotte has demonstrated a real passion for helping clients achieve their goals, combining professionalism, dedication and a genuine commitment to delivering outstanding advice.
Charlotte’s enthusiasm for learning, continuous development and client care has made her a valued member of the team and a fantastic representative of the next generation of financial advisers. This nomination is a reflection of the hard work, determination and positive impact she makes every day.
We are incredibly proud to see Charlotte recognised and look forward to watching her continued success in the profession.
Congratulations, Charlotte – a truly well-deserved nomination! 💜✨
FinancialPlanning ProudTeam FutureTalent

🚫First-Time Buyer Myth: "My credit score has to be perfect."It's a common misconception, but it isn't always true.While ...
13/07/2026

🚫First-Time Buyer Myth: "My credit score has to be perfect."

It's a common misconception, but it isn't always true.

While your credit history is something lenders will consider, having a less-than-perfect credit score doesn't automatically mean you can't get a mortgage.

Every lender has different criteria, and your application will usually be assessed based on a range of factors, including your income, affordability and deposit - not just your credit score.

If you're unsure where you stand, don't rule yourself out before speaking to an adviser. Understanding your options is the first step towards buying your first home.

So, if you are thinking about getting on the property ladder, we'd be happy to help you explore what's possible.



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

☀️ Sun, pasta, plenty of laughs, and one memorable shopping trolley incident... 🍝😂Last week's Liverpool team day out was...
10/07/2026

☀️ Sun, pasta, plenty of laughs, and one memorable shopping trolley incident... 🍝😂
Last week's Liverpool team day out was just what we needed. Great food, great company, and a reminder that the best teams aren't just built at work.
So lucky to have a team that works hard, looks after each other, and always knows how to have a laugh. ❤️

🌟 We’re incredibly proud to share that our Director, Laura Pearson, has been nominated for both Role Model of the Year a...
06/07/2026

🌟 We’re incredibly proud to share that our Director, Laura Pearson, has been nominated for both Role Model of the Year and Financial Adviser of the Year – North West at the Women in Financial Advice Awards 2026.
Laura’s passion, leadership and dedication have been instrumental in shaping both our business and the culture we are proud to be part of today. Through her commitment to delivering exceptional client outcomes, supporting colleagues and championing the development of women within financial services, she has inspired those around her every step of the way.
As a trusted adviser and respected leader, Laura leads by example, demonstrating the highest standards of professionalism, integrity and care in everything she does.
These nominations are a reflection of the positive impact Laura has on her clients, colleagues and the wider profession, and we couldn’t be more delighted to see her recognised.
Congratulations, Laura – a truly well-deserved achievement. 💜✨
Leadership FinancialPlanning ProudTeam

Protecting your income and loved ones is a key part of a well-rounded financial plan.Visit www.storetonrose.co.uk and le...
01/07/2026

Protecting your income and loved ones is a key part of a well-rounded financial plan.

Visit www.storetonrose.co.uk and lets talk!

🌟 We are delighted to celebrate Chloe’s nomination for both Rising Star and In-House Adviser Support Woman of the Year a...
29/06/2026

🌟 We are delighted to celebrate Chloe’s nomination for both Rising Star and In-House Adviser Support Woman of the Year at the Women in Financial Advice Awards 2026.
Having been part of our team since the early stages of the business, Chloe has consistently demonstrated dedication, resilience and a genuine passion for delivering exceptional support to our advisers and clients.
Her growth, commitment to learning and positive influence within the team make this recognition incredibly well deserved. We are so proud to see Chloe’s hard work recognised and look forward to seeing what she achieves next.
Congratulations, Chloe! 💜🌟 TeamSuccess ProudMoment

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22 Village Road
Higher Bebington

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