Have you planned your financial future? To assist your retirement planning and provide valuable insight, we offer clients a complimentary Life Plan service worth £1,500*.

Have you…

  • Made adequate saving provisions to cover your plans for retirement?
  • Planned how to efficiently provide for loved ones and their major life events (education, weddings, property purchases etc.)?
  • Made plans for supporting your family in the event of illness or death?
  • Chosen an investment strategy for surplus capital and income?
  • Decided when to sell assets or business interests, and the value needed to fund retirement plans?

Your one-to-one life planning can address these type of questions, and find ways to optimise your retirement plans.

When we are looking at the whole picture we can shape our services to your specific needs.

At Rouse we support individuals, families and company directors throughout each stage of their professional and personal lives. We believe that good advice begins with forming a deep understanding of your needs and future aspirations.

That is why we will offer every client a life plan to help them visualise and plan ahead towards their future goals. We can then offer relevant, tailored tax and advisory services to meet your needs.

Book your Life Plan

Please complete the form below and we will contact you to arrange your Life Plan.



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* Rouse Partners LLP is not regulated to provide financial or investment advice. This service (and advice offered as part of this service) is provided by a firm of financial advisors, authorised and regulated by the Financial Conduct Authority and subject to their standard terms. This Life Planning service is free of charge for current clients of Rouse Partners LLP and is subject to availability, on a ‘first come, first served’ basis. A quotation/s will be provided for any additional services suggested thereafter. For non-clients, this service is charged at £1,500+VAT including analysis, meeting and report.

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See what's includedYou will be sent updates from our team, including:
• A quarterly summary of tax and industry news
• Post-Budget analysis and commentary
• Tax tips and industry guides
You will be able to change your preferences following the first email you receive.

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