Financial expertise - the Rouse difference

Recent research from the Financial Services Authority (FSA) has identified that the minimum standard of qualification for many Independent Financial Advisers needs to be raised.

Here at Rouse Limited we are proud of our financial expertise, and are continually improving our qualifications and knowledge of the investment planning and wealth management area. All of our financial advice staff have, or are working towards, the qualification of Certified Financial Planner and as such will be in the top 20% of qualified financial planners in the United Kingdom.

Certified Financial Planners must maintain approval by the Institute of Financial Planning (IFP). The IFP is the UK centre for financial planning certification and chartership, and the qualification of Certified Financial Planner is a high level qualification denoting that all certified financial planners have been appropriately tested on their financial knowledge and planning skills.

Other financial qualifications held by our investment experts include Financial Planning Certificates, Diplomas in Personal Financial Planning and qualified expertise in areas such as investments and mortgages.

The FSA also has a number of regulated areas of business that relate to the running of a financial services company and to areas of financial services law. Rouse Limited meets these “controlled functions” with relevant qualifications and specific expertise.

If you would like to know more about our wealth management qualifications, please ask one of our financial advisers or contact our office manager Lisa Butler.