Rouse Intelligent Financial Planning

Meet the team

Ben Rouse // Ben Silk // Andrew White
Linda Thorne // Matt Jones // Jon Silk
Paul McDine // Jenni Le Mon // Sharon Hayles
Lisa Butler // Phil Moore // Vicky Curtis
Stewart Barbour // Sara Reed // Jamie Franklin
Patrick Williams // Alexandra Pugh //

Vicky Curtis
Paraplanner

Vicky is a Paraplanner. She writes the reports that are central to the advice given to our clients.

Vicky joins us from Halifax Bank and brings with her more than 15 years’ experience in financial services. Having also worked along the way for Aviva plc and Royal and Sun Alliance, as a financial consultant and a mortgage adviser, her range of skills in this sector is extensive, as are her client-facing skills.

She takes her professional life seriously and is a member of the Chartered Insurance Institute (CII) but her personal life is precious to her too – with two daughters though her time is not always her own.

When it is she enjoys photography, particularly interesting buildings – she must find the Island to be something of an Aladdin’s Cave - and also people; again the Island delivers as it holds an interesting range of characters. When time allows, she likes to take it really easy sometimes and enjoys spa days and cocktails with friends.

Vicky’s favourite part of the Island is the east side, for the lovely beaches. She hopes that in ten years’ time she’ll be seeing her children develop into young adults – and maybe Wall’s might be in touch to ask for suggestions for jokes on their lolly sticks. Judging by the sample she’s given us that might be the best place for them!

In another life Vicky says she would like to be lounging on the deck of a superyacht. Right now though we’re happy her focus is on her work - and that’s no joke!

Qualifications

FPC Financial Planning Certificate
Diploma in Financial Planning
Certificate in Mortgage Advice

Diploma in Regulated Financial Planning
R01 Financial Services, Regulation & Ethics
R02 Investment Principles & Risk
J01 Personal Taxation
R04 Pensions & Retirement Planning

Diploma in Financial Planning
J01 Personal Taxation
CF2 Investment & Risk
CF1 UK Financial Services, Regulation & Ethics
CF3 Financial Protection
CF5 Integrated Financial Planning
CF6 Mortgage Advice
SV1 Savings & Investments

Member of the Chartered Insurance Institute (CII)

vicky.curtis@rouseltd.co.uk