Annette Smith

Annette Smith

Storeton Rose Financial Planning Ltd

Minimum mortgage: Any amount

0151 221 9700
Based in Neston
View location

Verified since: November, 2022

5 out of 5

33 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 19 March 2025

    Annette is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Annette's status

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Annette has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Mortgage Adviser

    Last checked: 26 November 2024

    Annette can advise across a wide range of mortgage products in the market. It is important to ask if Annette checks lenders’ direct-only deals.

  • Qualifications Uploaded

    Qualifications not yet added

    Annette has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Annette has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 19 March 2025

    Annette is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Annette's status

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Annette has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Mortgage Adviser

    Last checked: 26 November 2024

    Annette can advise across a wide range of mortgage products in the market. It is important to ask if Annette checks lenders’ direct-only deals.

  • Qualifications Uploaded

    Qualifications not yet added

    Annette has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Annette has not yet added their fees to their profile

Annette has worked as a Senior Mortgage & Protection advisor since 2014 within a large corporate estate agency business having previously worked in support roles for an Independent Financial Planning firm and in the banking industry before this. Annette has been consistently recognised and awarded in the industry for the quality of work she does and for the way she routinely goes above and beyond to assist her clients in the buying and re-mortgage process. Annette is relentless in her pursuit of helping her clients achieve their goals whether this be buying property to live in, purchasing to let, working with limited companies looking at property investment or re-mortgaging to gain future security or release funds. Annette is so passionate about her role she doesn’t take too much down time! But when she does she enjoys nothing more than visiting a spa with a nice glass of white wine or two and spending time with her grown up daughter Charlotte. When she does let her hair down she is always the life and soul of the party!

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Annette's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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