Storeton Rose Financial Planning

24/06/2026

There are many options to choose from and many different providers... its always worth matching one to your long or short term goals!

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

19/06/2026

A huge congratulations to our Practice Manager, Lauren Kelly, on being nominated for Team Leader of the Year at the Women in Financial Advice Awards 2026. 🎉
Lauren's leadership, commitment to team development and passion for supporting women in financial services continue to inspire those around her. We are proud to have her leading and developing our team every day.
Good luck from all of us – a truly deserving nomination! 💜

17/06/2026

We have a great team of advisors and all love meeting new clients and talking through how we can help them reach their goals!

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

10/06/2026

Did you know?

A clear financial plan can reduce stress and help keep your goals on track — even when life changes.

Clarity starts with a conversation..

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

03/06/2026

It can be difficult to know if you are making the most of your money..
A well‑balanced savings approach can improve flexibility and peace of mind, and make sure you are taking advantage of those extra pennies!

Get in touch at www.storetonrose.co.uk and lets talk!

27/05/2026

We can help take the stress out of your home buying decisions with tailored personalised advice and access to whole of the market offers you cant find on the high street!

Get in touch at www.storetonrose.co.uk and lets talk!

20/05/2026

Retirement planning is about having choices — when to stop working, how you spend your time, and confidence about the future.

Get in touch at www.storetonrose.co.uk and lets talk!

13/05/2026

Financial planning isn’t just about numbers – it’s about confidence.

At Storeton Rose Financial Planning, we help people across the North West make clear, informed decisions for their future.

Get in touch at www.storetonrose.co.uk and lets talk!

11/05/2026

Next week, Laura will be taking on the Jurassic Coast Ultra Challenge to raise money for Claire House Children’s Hospice🙌

The challenge involves trekking 58km in a single day along the Jurassic Coast — the equivalent of more than a marathon and a half, across steep and demanding coastal terrain.🏞

The route also includes around 1,400–1,600 metres of elevation gain, which is roughly the same as climbing Snowdon almost twice over the course of the event.🏔

Many of you may know Laura has completed some incredible charity challenges in the past, including climbing Mount Kilimanjaro, trekking to Everest Base Camp and previous Ultra Marathon events. However, after a few years away from endurance challenges and a difficult period with her health, this will be a huge physical and mental test requiring around 12–14 hours continuous climbing and descending.😊

She is taking on the challenge in support of Claire House Children’s Hospice, which provides vital care and support to seriously and terminally ill children and their families in Merseyside🫂

Any donation, no matter how small, would be hugely appreciated and will help support the amazing work Claire House does every day.💜

Link to donate: https://www.clairehouse.org.uk/donate-to-claire-house/

Wish her luck!

17/04/2026

Something to be aware of 😃

REMINDER: If your combined turnover from self-employment and property is over £50,000 in the 24/25 tax year, you’ll need to use recognised software, keep digital records from this month, and send quarterly updates (first deadline is 7 August). 📢

Act now and sign up for Making Tax Digital so you’re prepared. ⬇️

https://makingtaxdigital.campaign.gov.uk/?&utm_source=f.co_hmrcgovuk&utm_medium=social&utm_campaign=mtd