Financial Wellbeing Education

One of our key values at Storeton Rose is to give back and improve 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.  Alongside this we are passionate that being confidently in control of your financial future can improve your overall health and wellbeing.


Those that have poor financial health are 3.7 times more likely to be suffering from anxiety and 5.3 times more likely to be feeling depressed and finding it hard to carry on with daily life.

Or that…….

Poor financial wellbeing is significantly costing UK organisations.  The cost of poor financial health related to areas such as presenteeism, absenteeism and retention is staggering and equates to between 13 and 17 per cent of payroll costs!


Money continues to cause the most worries for the majority of people. 26 per cent of UK employees are worrying about money on an ongoing basis. This far outweighs worries about careers (22 per cent), health (18 per cent) and relationships (14 per cent). Perhaps surprisingly, even during a global health pandemic, money continues to be the largest source of stress in the majority of our lives.

We at Storeton Rose are therefore committed to providing financial wellbeing education FREE OF CHARGE to both children and adults in our community through delivery of fun and interactive workshops or drop ins in schools, gyms, hotels and workplaces.  This is designed to improve peoples knowledge and confidence around all aspects of financial decisions from budgeting, saving, investing, borrowing, retiring or later life planning.  We know this in turn impacts on the overall health and wellbeing of the people in our community,

You don’t need to be local!  If we can’t get to you in person we run plenty of webinars and workshops virtually with great success.

Does this sound like something you would like to see in your organisation? Get in touch and let’s talk about it!

Our partnerships allow us to ensure that where we identify a need that requires satisfying by another professional that we will only recommend the best professionals locally to you.  Professionals that share our values and work with us to help you. 

The common areas that we see this in are below and our partnerships with these local professionals make the referral process simple and straightforward for you, for us and for them.  Want to know more?  Let’s talk about it.


Accountants for Business Owners

Join our many business owning clients in working with our accountancy friends to ensure you make the most of your business and that more money ends up in your pocket than in the taxmans.

Solicitors for Divorce and Litigation

Things change, people change, business relationships change and life changes.  Let us help you find the right professional to work with you and with us to help you deal with the change process in an informed and sensitive way.

Wills, Probate and Power of Attorney

People say you can’t plan for every eventuality but we disagree.  By ensuring your wills and power of attorney are in place you can be confident in knowing that what you want to happen will happen.  If you are dealing with somebody else’s estate you may need some further support.  We will work with you and our partner professionals to ensure you get straight forward, no nonsense advice and guidance on all of these matters if you ever need it.

Estate Agents

As we are also property professionals we have many links to professional estate agents right across the North West.  Whether you are looking for a traditional independent local agent, a large corporate agent or an online agent to market your property we can put you in touch with one of our trusted partners who we have worked with for many years to help you to sell or to buy your new property be it residential or commercial.

If you are a local professional who wants to work with us and our clients feel free to get in touch.  Let’s talk about it.