Chartered status enables individuals and firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. It tells their customers that they can expect the highest quality of service.

With increased FCA regulation, new distribution channels, intense competition and relentless media scrutiny, the insurance and financial services sector has had to raise its game.
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Roundhouse has been advising clients since 1987

As we've been advising clients since 1987 on all aspects of Savings, Investments and Pensions, we have built up a significant client base of satisfied customers; in fact almost all of our new clients come to us by referral from existing clients or from fellow professional advisers - a fact we are proud of.

We are:

  • Fee based Chartered Financial Planners
  • Truly Independent and working for you, our client
  • Professional and experienced

    We work with:

  • Individual Clients with significant personal income/assets
  • SMEs looking for help providing Employee Benefits effectively or protecting their Key Principals/Employees and their business continuity
  • Fellow professionals like Solicitors and Accountants who need to refer their clients to a firm with similar core values and service levels  

  • Please browse our site and, if you like what you see and think we can help you or one of your clients, make contact - we’ll be delighted to hear from you!
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