Storeton Rose

Going to a financial adviser for the first time can feel quite daunting, especially when you’re unsure what to expect and faced with the complexities of planning for the future, with so many variables to consider. We have to say we are incredibly lucky to have someone like Claire to guide us through these challenges. She is patient, knowledgeable, and explains everything in simple, easy-to-understand terms. If you’re reading this review and, like us, want someone who takes the time to explain things clearly and genuinely has your best interests at heart, we wouldn’t hesitate to recommend Storeton Rose and in particular Claire. You couldn’t ask for a better person to look after your financial future.

We used Malcom as our broker and it was honestly the best decision. He was incredibly patient with the changing structure of our transaction and provided genuine support throughout. I was recommending his services before we even finalised our offer. Thank you Malcom!

My experience with Storeton Rose has been nothing but amazing! The team have been utterly supportive and I genuinely felt that they really cared about my case and me. Malcolm Gorton was my mortgage advisor and he was absolutely phenomenal! From what should have been a straight forward remortgage ended up being a test of emotions on my part, and Malcolm was absolutely brilliant he showed great support throughout the whole process, I felt heard by him And he gave me his time even when on annual leave! I am utterly greatful for his help on this and now I am sitting in my wonderful home that I own all by myself thanks to Malcolm and everyone at Storeton Rose! Thankyou, Thankyou, Thankyou!

Everything has gone smoothly so far, and I’m extremely pleased with the professional service provided by SRFP. Initially, I intended to manage everything myself, but my wife had concerns about what might happen in the future if I were no longer around. To ensure she’d have guidance and support, I decided to engage an estate planner. We met with Claire, who developed a comprehensive plan tailored to our needs. She explained everything clearly and in plain English, bringing to light several important considerations I hadn’t previously thought of. Claire also reassured my wife, letting her know that if she ever found herself managing things alone, she could rely on Claire for financial advice and support. Claire’s approachable nature and expertise have given us real confidence about the future. I would wholeheartedly recommend Storeton Rose to anyone seeking thoughtful and reliable estate planning.

Storeton Rose have been excellent from start to finish for our mortgage brokering needs. We had the pleasure of working with Charlotte who explained everything in simple terms and guided us seamlessly though the process. We will definitely come back to them as this is the first broker than made us feel valued and not like a number. Thank you!