FAQ's
Have a question? Please see answers to some of our most Frequently Asked Questions.
How much will it cost?
One of the first things people wonder when they first think about Financial Planning is how much is this going to cost!
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Our fee's our laid out clearly, in a way that you can understand and nothing is payable until you are committed to moving forward with our advice.
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Laura explains more about how this works in this video -
Do I need to have lots of money to speak with a Financial Adviser?
Not at all! You don’t need to be wealthy to benefit from financial advice. At Storeton Rose Financial Planning, we’re here to help people at all stages of life — whether you’re just getting started, planning for the future, or looking to make your money work harder for you. We’ll meet you where you are and give you advice that fits your goals and budget.
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What types of investments do you recommend?
At Storeton Rose Financial Planning, we don’t believe in a one-size-fits-all approach. The investments we recommend are based on your personal goals, circumstances, and attitude to risk. We use a well-researched central investment proposition that’s carefully designed and regularly monitored to make sure it stays aligned with market conditions and our clients’ needs. This means you can feel confident that your investments are in expert hands and working towards your long-term goals.
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What do you do differently to other advisers when it comes to mortgage advice? There's so many advisers out there!
It can be quite a minefield finding the right mortgage advisor, especially if you are a First Time Buyer and don't know what questions you need to ask or what the process is going to look like.
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We have over 60 years' experience between us (in mortgage advice alone!) and pride ourselves in going the extra mile for our clients. We are also fully independant so have access to the whole of market.
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Lauren explains a bit more about the process in this video -
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