Welcome to Friar Gate Independent Financial Services Ltd

Friar Gate deliver professional, accurate and comprehensive financial planning advice, ethically, honestly and with the utmost integrity to all clients and businesses. Our approach is professional, friendly and client focussed, our aim is to gain a thorough understanding of your personal circumstances and your future financial objectives.
We are a Standards International BS 8577 certified advice firm, this independently assessed standard seeks to recognise good practice for managing financial advice firms, as at February 2015, only 16 financial services firms in the UK have achieved the BS 8577.

Our principal financial planner David Rouse is a Chartered Financial Planner and a Standards International ISO 22222 certified adviser who started in the Financial Services Industry in 1996.

It is a good idea to consider your aspirations and objectives when considering your future financial planning and wealth management.
These plans may change as circumstances change and we recommend that you regularly review your financial affairs to ensure that your pensions, savings and investments remain in line with your changing circumstances.

Pensions & Retirement

How much income will you need in retirement and when do you want to retire?

Savings & Investments

Are you making the most of your capital and excess income?
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Protection Solutions

Have you got adequate protection in place for your family if the worst should happen?

Income Protection

​What income would you receive if you were unable to work due to serious illness or disability?