• Financial Planning

    Get a clearer view of your finances

Intelligent financial solutions

The team at Rouse Limited has expertise in most aspects of financial planning and can offer sound advice on, and arrange, saving and investment products, pensions, mortgages, tax and trust planning, and non-investment insurance products.

What we do

We offer independent advice, which means it’s based on a whole-of-market assessment. With non-investment insurance and mortgage products we offer products from a range of insurers on the basis of a comprehensive and fair analysis of the market.

We offer mainly fee-based services, however, we don’t usually charge a fee for non-investment products as we would normally receive commission from the provider. More information can be found in the ‘Paying for our services’ section.

Areas of expertise

We have training and expertise across a range of areas including the following:

  • Savings and investments
  • Equity release
  • Life assurance
  • Self-invested Personal Pensions (SIPPs) and Small Self-administered Schemes (SSASs)
  • Income protection
  • Trustee investment
  • Retirement planning
  • Income tax planning
  • Inheritance planning
  • Private medical insurance
  • Capital gains tax planning
  • Regular and lump sum investments
  • Key person protection for businesses
  • Commercial and residential property purchase financing

We’re properly qualified

All our advisers are qualified to a level that exceeds the industry minimum standards, hold their Statement of Professional Standing, and are committed to continuous learning. For more information regarding your Financial Planner’s qualifications, please go to Meet the team.

Treating you fairly

We do our best to ensure we are aware of your personal and financial circumstances and to understand your needs and attitude to risk. We work through this process together and it’s important that you give us complete and accurate information and tell us about any subsequent changes to your circumstances. The advice we give you will be based on the information you give us, so if it’s incomplete or inaccurate you might not get the most appropriate advice for your situation.

We aim to take your wealth management worries away by offering end-to-end financial services to support you. Each member of our team is committed to providing you with the best possible standard of service, having proper regard for your best interests in any advice given.

At Rouse Limited, treating you fairly is at the heart of everything we do.

Our investment objectives of capital protection together with some growth have been met and thanks to the systematic monitoring of the funds we have every confidence this will continue to be the case in the future. 

Mr B. Langslow

Life can present many challenges and planning ahead helps you be better prepared should life take an unexpected turn.

Ben Rouse CFP™ Chartered MCSI APFS