Rouse Intelligent Financial Planning
Financial service partners

Partners

At Rouse Limited we are glad to partner with other professional financial services companies who have the same approach to their clients and to their clients’ well-being.

We work closely with a number accountants and solicitors with who can provide a seamless and valuable service to our customers.

We also work with independent financial advisers through introducer arrangements, in order to provide the more complicated financial instruments that full-service advisers might wish to hand over to a larger team. We are very happy to discuss arrangements that provide the best possible value for our partners and our clients.

How to work with us

Rouse Limited currently have two methods of working in partnership with us - Introducer Arrangements and Joint Ventures.

Introducer Arrangements

As an independent financial adviser, mortgage adviser or accountancy practice, you may be interested in providing your clients with fuller financial service products than you yourselves might offer. Rouse Limited works with a number of partners through an introducer arrangement that means that between us we can provide your clients with full service financial management, while ensuring that the essential customer relationship is maintained.

Rouse Limited has standardised and compliant processes and documentation to aid us in working closely with those introducing clients to us. We would be glad to discuss this arrangement with you.

If you are interested, please contact Lisa Butler our Company Secretary through lisa.butler@rouseltd.co.uk or on 01983 535740.

Joint Ventures

Some companies working with high net worth individuals are interested in working with us through a more integrated structure, which might share a brand and an even closer working relationship. For companies such as this, we are able to work with you through joint venture structures. Benefits to our joint clients would be seamless management of their affairs, a full legal umbrella for their financial and legal interests, and a closer working relationship between their advisers. Again, we are happy to discuss our joint venture solution for professional service companies.

If you are interested, please contact our Managing Director, Ben Rouse at ben.rouse@rouseltd.co.uk or on 01983 535740.