• Financial Planning

    Get a clearer view of your finances

10 things you should know

Best practice suggests that if you are looking for a Financial Planner to help you with any financial service, from wealth management to retirement planning, there are ten things you should consider. Detailed below are the key questions you should ask along with Rouse Limited’s answer to each of them.

I would like to say how much we have been impressed with the very professional and personal service given to us.

Mr J. Hannam

Doing your research before you decide on which Financial Planner you choose is crucial – you’re entering into what could be a long-term relationship with someone who will be involved in your financial life; this is not a decision to take lightly.

Andrew White CFP™ Chartered MCSI DipPFS