Intelligent financial solutions
The team at Rouse Limited can offer sound financial advice on savings and investment products, pensions, tax and trust planning, mortgages (including Equity Release products), 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
- Retirement planning
- Regular and lump sum investments
- Self-invested Personal Pensions (SIPPs) and Small Self-administered Schemes (SSASs)
- Equity release
- Life assurance
- Inheritance planning
- Trustee investment
- Income protection
- Income tax planning
- Capital gains tax planning
- Key person protection for businesses
- Private medical insurance
- 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.