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.
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.
Individual Clients with significant personal income/assets
Fellow professionals like Solicitors and Accountants who need to refer their clients to a firm with similar core values and service levels