Storeton Rose Financial Planning Ltd
9 Jane Grove, Birkenhead, Merseyside, United Kingdom
About Storeton Rose Financial Planning Ltd
Welcome to the webpage of Storeton Rose Financial Planning Ltd! We are a well-established and highly reputable financial planning institution located at 9 Jane Grv, Birkenhead, Wirral CH63 6AA, United Kingdom. Our institution is dedicated to providing top-notch financial planning services to our valued clients, and we have been doing so with great success for many years.
At Storeton Rose Financial Planning Ltd, we understand that financial planning can be a daunting and complex process for many people. Our team of highly qualified and experienced financial planners are here to take the burden off your shoulders, and guide you through each step of the process, ensuring that you make informed decisions and achieve your financial goals.
We provide a wide range of financial planning services, including retirement planning, investment planning, tax planning, estate planning, and much more. Our team of experts work in collaboration with you to identify your unique financial needs, develop a bespoke plan tailored to your specific requirements, and continually monitor and adjust your plan as and when necessary.
At Storeton Rose Financial Planning Ltd, we pride ourselves on providing outstanding customer service and building long-lasting relationships with our clients. Our institution is a point of interest for individuals and businesses seeking professional, reliable, and trustworthy financial advice. With our wealth of knowledge and expertise, we are confident that we can help you achieve financial security and peace of mind.
If you are looking for a trusted and respected financial planning institution in the Birkenhead area, look no further than Storeton Rose Financial Planning Ltd. Contact us today to arrange a consultation and take the first step towards securing your financial future.
Photos of Storeton Rose Financial Planning Ltd
9 Jane Grv, Birkenhead, Wirral CH63 6AA, United Kingdom
Opening hours of Storeton Rose Financial Planning Ltd
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Storeton Rose Financial Planning Ltd
"Brilliant Service from Storeton Rose. Gave me great advice regarding my pensions and sorted everything out efficiently. I now feel more comfortable about my retirement and will use them in future for other financial planning. Highly recommended."
"Laura and her team have been fabulous in helping us with our financial situation. Laura has always shown a kind, caring and understanding nature when discussing our needs. She has gone above and beyond to help us when we needed her ensuring we had the right financial set up for us. We would highly recommend Storeton Rose and look forward to our on going relationship."
"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 :-)"
"My wife and I wished to have a general review of all our finances including pensions, savings and income. We initially considered 3 different financial advisors and decided to go with Laura based on her down to earth and engaging approach to financial reviews. Throughout the process Laura and her colleague Lauren where clear and concise in terms of what was required and what we needed to do. We found the start to finish service from Storeton Rose to be professional yet very down to earth. I would highly recommend Laura and the team, and will be using their services again in the future"
"Storeton Rose were great for when I needed help finding a mortgage to buy my first home. Laura had a quick initial chat with me for 10 minutes over the phone, talking about my personal circumstances and how it would be best to proceed. Laura later visited me at my home address to talk more thoroughly about what mortgage offers were available to me and which lender was best to proceed with. Laura also sorted out life insurance for me, to cover the remaining mortgage should anything happen to me. I just gave Laura the go ahead and she did the rest of the work of communicating and applying to the lender. From my first phone call with Laura to mortgage offer was only 3 weeks. I couldn’t recommend Laura or Storeton Rose any more highly and will be recommending them to all my friends and family. I look forward to using Storeton Rose again in the future."
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