A bit about us….

Laura

Director and Chartered Financial Planner

Laura has worked in senior management and advisory positions in the financial service and property industry since 2001 working for big corporate institutions before launching Storeton Rose.

Laura is one of the most highly qualified Financial Advisors in the UK and holds not only the coveted Chartered Financial Planner status but is also a specialist in Business Financial Planning, Long Term Care Planning, Mortgages and Equity Release.

Liverpool born and bred Laura now lives on the Wirral with her partner Paul and her daughter Ella and 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!

Follow Us

Nickie

Operations and Marketing

Nickie runs operations and marketing at Storeton Rose.  Efficient and effective she makes things happen!  Nickie has worked in a variety of positions within the public sector for the majority of her career from customer facing management roles, to more strategic project roles within government.

Her main focus has always been on engaging and communicating with customers and staff to get the best outcome and experience for all. She has also worked independently on personal business projects over the years and would ultimately love to run her own restaurant once her children have finished school.

Nickie lives in Liverpool with her partner Geoff and her two children Jake and Issy. She loves cooking as much as she loves going to try new restaurants. She also loves to spend weekends hiking or wild swimming in Wales to switch off and relax.

 

Follow Us

Lauren

Financial Planning Administrator

Lauren has worked in customer service and support roles for over 15 years, most recently within Estate Agency, before joining Storeton Rose in March 2022.

She is passionate about people, and loves supporting others! After years of working for big corporate companies, it is a breathe of fresh air working at Storeton Rose – where the people really matter. Her focus is on ensuring a smooth process for you, and Laura, so you can focus on what you need to do to reach your financial goals. Lauren ultimately wants to continue to gain more knowledge of financial services, so she can continue to progress in the industry.

Lauren lives in Liverpool with her husband Shaun, daughter Zara & dog Keeko. After spending 7 years living in Australia, she loves to visit new places and spend time at the beach & outdoors – where she can tire everyone out and enjoy some peace and quiet with a glass of red in the evening!

Follow Us

Our Values

Approachable

We are friendly, down to earth and easy to deal with for all our clients and connections.  No stuffy suits and shiny cufflinks with us.  Just comfortable, straightforward, hard-working, professional people that you would be happy to recommend to your closest friends and family.

Jargon Free

We will remove the jargon and the complexity that surrounds the world of financial planning and wealth management to make everything easy to understand so that you can confidently make the decisions you need to achieve your financial goals.

Do What We Say

If we can’t do it, we won’t say that we can do it. If we say that we can do it and then we will do it.  Simple.

Dynamic

We are fast moving, progressive and will react quickly and seamlessly to change when we need to whether it be our business, your business or your plan that needs to move on.  The world doesn’t stand still and neither do we.

Independent

We passionately believe that our clients should be able to access the best financial solutions for them and therefore we are committed to completely independent financial advice giving our clients the appropriate solutions to their individual goals after fully researching the whole of the relevant market.

Full Service Financial Planning

We believe that the best way to receive financial planning is off a qualified advisor who understands all elements of the advice and planning needed not just now but in the future. That’s why we are qualified and experienced to advise on and arrange all financial products whether it be a mortgage, pension, investment, protection, business financial planning or later life planning, you won’t need to go anywhere else now or in the future.

Giving Back And Improving The Wellbeing Of The People In Our Community

We absolutely believe that looking after the people in our community is a key requirement of our business and that being confidently in control of your financial future can improve your overall health and wellbeing.  We are therefore committed to providing financial education free of charge to both children and adults in our local community and beyone through delivery of fun and interactive workshops and drop ins in schools, gyms, hotels and workplaces aswell as online workshops too.

Employee Value

We value our colleagues just as much as we value our clients and are committed to providing a positive and collaborative working environment which allows every voice to be heard as an equal.  Every person in our business has a personal plan, opportunities and all the support they need to develop both personally and professionally.

Continued Professional Development

We will always be top of our game and go above and beyond to keep learning about the evolving financial services industry.  Whether it be new taxation regimes, new regulation or new solutions to offer we will do whatever it takes to make sure we know it all, inside and out, so our clients receive nothing but up to date expert advice.

Our Values

Approachable

We are friendly, down to earth and easy to deal with for all our clients and connections.  No stuffy suits and shiny cufflinks with us.  Just comfortable, straightforward, hard-working, professional people that you would be happy to recommend to your closest friends and family.

Jargon Free

We will remove the jargon and the complexity that surrounds the world of financial planning and wealth management to make everything easy to understand so that you can confidently make the decisions you need to achieve your financial goals.

Do What We Say

If we can’t do it, we won’t say that we can do it. If we say that we can do it and then we will do it.  Simple.

Dynamic

We are fast moving, progressive and will react quickly and seamlessly to change when we need to whether it be our business, your business or your plan that needs to move on.  The world doesn’t stand still and neither do we.

Independent

We passionately believe that our clients should be able to access the best financial solutions for them and therefore we are committed to completely independent financial advice giving our clients the appropriate solutions to their individual goals after fully researching the whole of the relevant market.

Full Service Financial Planning

We believe that the best way to receive financial planning is off a qualified advisor who understands all elements of the advice and planning needed not just now but in the future. That’s why we are qualified and experienced to advise on and arrange all financial products whether it be a mortgage, pension, investment, protection, business financial planning or later life planning, you won’t need to go anywhere else now or in the future.

Giving Back And Improving The Wellbeing Of The People In Our Community

We absolutely believe that looking after the people in our community is a key requirement of our business and that being confidently in control of your financial future can improve your overall health and wellbeing.  We are therefore committed to providing financial education free of charge to both children and adults in our local community and beyone through delivery of fun and interactive workshops and drop ins in schools, gyms, hotels and workplaces as well as virtual workshops too.

Employee Value

We value our colleagues just as much as we value our clients and are committed to providing a positive and collaborative working environment which allows every voice to be heard as an equal.  Every person in our business has a personal plan, opportunities and all the support they need to develop both personally and professionally.

Continued Professional Development

We will always be top of our game and go above and beyond to keep learning about the evolving financial services industry.  Whether it be new taxation regimes, new regulation or new solutions to offer we will do whatever it takes to make sure we know it all, inside and out, so our clients receive nothing but up to date expert advice.