Downloads

  • We've got you covered – our latest newsletter

    We have often said that financial planning is about more than just putting your money where it will get the best return. Investments and savings are a part of the process but they are only cogs in a much bigger wheel. In this edition of our newsletter we take a look into cash flow forecasting, Equity Release, retirement planning and investment management.

    Download
  • Unlock the value of your home – Your guide to Equity Release

    For most people, the family home is their biggest asset. However, it’s not of much practical use if you find yourself needing a cash boost and your income isn’t quite measuring up.

    There are a number of ways you can access money tied up in your home and Equity Release is the over-arching term for those products that could allow you to do this.

    Read our quick guide to Equity Release to find out more.

    Download
  • Balance and control

    Why there’s value in wealth management and financial planning. This newsletter aims not only to explain the changes since the Markets in Financial Instruments Directive II (MiFID II) and help you interpret the information we will supply to you, but also to reiterate the inherent value in taking financial advice.

    Download
  • Financial Planning with a boost

    In this issue we look at making sense of pensions illustrations, which might then help sharpen your focus on your pension savings (will you have enough to live on?), and shine a light on the difference between gambling and investing, as well as giving a little more insight into the flexible options available with Equity Release products.

    Download
  • Nurturing your wealth

    With insights into what we do and how we do it, our brochure gives an overview of how financial planning can help you make the most of your money throughout your life.

    Download
  • Financial planning for life

    We have always preferred to take a holistic and long-term view regarding financial planning. Whilst there will be occasions in your life when you need help with a particular issue, such as choosing a mortgage, in general, financial decisions should be made with as wide a perspective as possible. This is why we refer to lifetime financial planning. And here we hope to illustrate the thread running through all aspects of your financial life – how one decision might affect another and that what you decide today will impact on your finances decades from now.

    Download
  • Finely tuned finance

    In this issue we hope to give a clearer view of our role as guardians of your wealth management. We also focus on some of those financial issues that affect all of us at some point in our lives: how to move forward on the road to homeownership, what to think about when planning your retirement. We also look at the difference between tax avoidance and evasion.

    Download
  • Your wealth In a nutshell

    Keeping track of your finances just got easier. Download our guide to Nutshell your Personal Finance Portal and find out how it can work for you.

    Download
  • Guiding you home

    The process of buying a new home can be a confusing and daunting experience. Download our simple step-by-step guide to mortgage and protection advice and how Rouse Limited can guide you through the mortgage maze.

    Download
  • Modern Families

    No two families are the same, each have their own unique financial needs. In this issue we take a look at these modern families and identify what the impact of such arrangements might be in terms of financial and tax planning. We are also privileged to be able to include input on this from legacy and tax expert, Claudia Roberts of Glanvilles, solicitors.

    Download
  • Ready for lift off?

    Aimed at sixth formers, Launchpad is our financial literacy presentation targeted specifically at the age group preparing for their giant leap into adulthood. It aims to show how to identify where your money is coming from, where it’s going, and importantly, how to make any changes needed to stay in control and avoid spiralling into debt. Download our leaflet to get you ready for lift off.

    Download
  • Budget Planner

    Download our simple checklist to help you keep on top of your income and expenditure.

    Download

Latest posts