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 //

Alexandra Pugh
Paraplanner

Alexandra is a Paraplanner. She supports the advisers through research and report writing.

Alexandra has stepped out of the shadows of background roles and into the engine room of Rouse Limited – the paraplanning team, the beating heart of any financial advice firm. Her previous roles were in financial institutions such as JP Morgan, HSBC and Halo Financial, as well as a stint as an account manager in the global knowledge management solutions firm, Intuition.

This experience means she is well equipped to provide the necessary support to our advisers and clearly takes the role, and her professional development, seriously: she holds the Investment Management Certificate (IMC) along with certificates in Financial Services, Regulation and Ethics; Investment Principles and Risk; and Personal Taxation - and is also a member of the Chartered Insurance Institute (CII).

In keeping with Rouse tradition, Alexandra is an active person: in her spare time she likes going to the gym, walking – and running marathons (note plural). But she also enjoys going to the pub with friends. She tells us that in another life she would have been running a livestock farm – so the outdoors is clearly in her heart and shows she’s not afraid of hard work!

There is a more cerebral side to Alexandra’s relaxation too as she also enjoys learning to play the piano and is happiest when enveloped in the peace and tranquility of her home here on the Island.

And the future can wait as far as Alexandra is concerned, as her focus is on the here and now - and that, along with her carpe diem approach, can only benefit the Rouse team and our clients.

Qualifications

Diploma in Regulated Financial Planning
R01 Financial Services, Regulation & Ethics
R02 Investment Principles & Risk
R03 Personal Taxation

Investment Management Certificate (IMC)

Member of the Chartered Insurance Institute (CII)

alexandra.pugh@rouseltd.co.uk