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Who We Help
What We Do
Meet The Team

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Schedule a chat?

Use our booking links below to schedule a free, no obligation welcome call with one of our expert team members:

Laura

Chartered Financial Planner

Face to Face (90 mins)

Claire

Financial Planner

Face to Face (90 mins)

Annette

Mortgage & Protection Advisor

Face to Face (90 mins)

Malcolm

Phone

Mortgage & Protection Advisor

Phone (30 mins)

Teams

Teams (30 mins)

Face to Face (90 mins)

Face to Face

Get in touch:

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Last name

Email

Phone

Write a message

info@storetonrose.co.uk

0151 452 1654

Who We Help
What We Do
Meet The Team

Privacy Notice

Best Execution Policy

Client Classification

Conflicts of Interest Policy

Your Guide to Making a Complaint

Client Agreement (PCA)

Mortgages – Please note your home may be repossessed if you do not keep up repayments on your mortgage.

Investments - The value of investments can fall as well as rise and you may not get back the amount originally invested.

IHT/Tax Planning/Estate Planning – Please note that the FCA do not regulate will writing, tax planning and trusts.

Equity Release – This form of lending is most suitable for those over 65, however, it’s possible to do this if you are over 55. It is important to understand that these are lifetime mortgages and to understand their features and risks, you will need to have a personalised illustration.

Risk Warnings

Storeton Rose Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Ltd Company name is entered on the FCA register (www.FCA.org.uk) under no. 953026.

The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered office: Royal Oak Chambers, 22 Village Road, Wirral, CH63 8PT. Registered in England and Wales Number: 13239653.

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