Principal Advisor
David Rouse
Expertise and experience:
An experienced Financial Planner who started in the Financial Services Industry in 1996. Selected for inclusion in the Who’s Who of Britain’s Business Elite in recognition of business achievements and contribution to the business community.
David offers holistic financial planning advice which is designed to build long term client relationships. David's specialist niches are pension and investment planning.
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Qualifications:
BA (Honours) Degree Business Studies, Fellowship of Personal Finance Society, Advanced Diploma in Financial Planning, ISO 22222 Certified in Personal Financial Planning, Investment Management Certificate, Diploma in Financial Planning, Advanced Certificate in Mortgage Advice and Practice, Certificate in Financial Planning, Certificate in Mortgage Advice, Certificate in Financial Planning and Lifetime Mortgage Activities, Certificate in Financial Planning and Long Term Care Insurance, Certificate in Equity Release, Certificate in Regulated Customer Care, Certificate in Commercial Mortgages, Certificate in Financial Administration (Pensions), Certificate in Financial Administration (Life), Certificate in Life & Pensions, Award in Long Term Care Insurance. -
Outside work:
David is married with one son James, born in 2006.
David's leisure activities include athletics, sport and keeping fit. David is a qualified athletics coach.