What we do

Rouse Limited formulates workable, tailor-made financial planning strategies that create or preserve wealth for both companies and private individuals alike.

We operate as a fully independent company of financial advisors. We are not tied to a single company’s set of limited products but are able to search freely within the open marketplace, without bias and in our clients’ best interests, to find the right solutions for you.

Our client base

We provide independent financial advice to a large number of public and private limited companies, sole traders and partnerships, and to private, high net worth individuals. We have built a solid client base that extends across the whole of southern England, with a predominance of clients based in the London, Bristol and Hampshire/Isle of Wight regions. Many of our new clients come to us through the recommendations of friends, family and work colleagues and through professional bodies such as solicitors and accountancy practices.

Why choose us?

At Rouse Limited we believe in building long-lasting client relationships. Everything we do works towards this objective. We are committed to providing a best quality service at all times and have developed a team dedicated to fulfilling this commitment. We give 100% both at the outset of our relationships with clients and over the long term, building strong interpersonal foundations based on trust and sound advice.

We offer flexibility in our service to you, providing traditional face to face bespoke advice via direct consultations or through communication over the telephone and by post. The choice is yours.

We understand how precious time can be and how little spare time people often have outside their everyday work routine to deal with their own personal financial or domestic matters. In this age of advanced communications technology we see no major obstacle to dealing with our clients remotely. The service provided is still a bespoke one, working from comprehensive information gained at outset, and on an ongoing review basis, together with a firm understanding of our clients’ needs.

There is a third level of service, albeit one that does not constitute advice, for those of you well versed in the world of finance who prefer to choose your own investments. We are happy to act for you via our online buying facility (link) as a tool through which you can make your own investments.

A combination of the above levels of service most often results, with clients evolving the best mix to suit them.