Meet the team

Richard Cresswell

Chartered IFA / Director

Ric, set up RFS after graduating from LSE with an honours degree in Monetary Economics and training with a wealth management company. That was in 1987 and Ric is now a Chartered Financial Adviser with Roundhouse looking after high net worth clients.

Lawrie McKenna

Chartered IFA / Director

After graduating from the LSE with a degree in economics, Lawrie explored various roles before settling into financial planning over thirty years ago. Having held various client planning and management roles in both high street and private banking, Lawrie re-joined Roundhouse in 2007 where he is now a Director and practising chartered financial planner.

Samantha Horne

Senior Adviser Support

Sam has held various administrative, accounting and planning support roles in leading financial institutions and private banks. Sam now focuses upon providing administrative and research support to the planning team and has developed a deep knowledge and understanding of our clients and their planning needs, developed over eleven years at Roundhouse.

Tom Brown

IFA

Having been with Roundhouse since 2016, Tom has worked through the ranks, developing a deep understanding of the financial industry and obtaining his Diploma in Regulated Financial Planning. He has worked closely with Lawrie and learnt skills in client relations, investment strategies, and financial planning which have led to his role as an Independent Financial Adviser looking after our clients. His studies continue as he wishes to obtain Chartered Status.

Alicia Powley

Client Services Manager

Alicia is a dedicated Financial Administrator who proactively develops and maintains effective relationships with clients and 3rd party firms. Dealing with new business queries whilst also providing support to our advisers and operational colleagues.

Matthew Palmer

IFA

Matty joined us as a part qualified Junior Paraplanner and has now obtained the Diploma in Regulated Financial Planning. He continues to work alongside Ric but is now working as an IFA himself. His experience enables him to provide technical support to the advisers whilst also advising and supporting our clients.

James Lewis

New Business Administrator

James has the important role of ensuring client recommendations are implemented as agreed, liaising between the advisers, clients and product providers. Alongside this he is working towards becoming an adviser and is studying for his Diploma in Financial Planning.

Johanna Magni

Managing Director

Following a Law degree, Jo joined the team in 1998. Starting from a junior administration role and rising through the ranks to become our Managing Director, Jo has worked closely with Ric, gaining invaluable insights into every facet of the business and playing a key role in shaping our operations and culture. As Managing Director, Jo is responsible for overseeing day-to-day operations, strategic planning, and ensuring the continued success of the business.

Alex Pardy

Chartered IFA / Head of Financial Advice

Alex started his career at NatWest Bank before joining the team at Roundhouse in 2016 where he earnt his Diploma in Regulated Financial Planning. He has recently obtained Chartered Status. He is an Independent Financial Adviser at Roundhouse, advising and looking after our clients and is also very much involved in shaping the future of the business whilst leading the team of advisors..

John Davies

John has a long history of working in the Financial Services industry and now works in a part time role at Roundhouse helping to prepare client reports.

Janette Morris

Although Janette is part retired, she still works part time for Roundhouse in an accounting role helping us to prepare our client fee statements twice a year.

Tammy Stevens

Senior Paraplanner

Tam joined Roundhouse at the beginning of 2025 as a Chartered Paraplanner with 20 years’ experience in the industry. She provides full paraplanning support to our IFAs and she has a keen interest in the ever-evolving compliance landscape. She enjoys nothing more than getting stuck into some technical research and providing solutions to any complicated planning needs that our clients may have.

Freya Renwick

IFA Administrator

Freya has joined us from a firm specialising in compliance to pursue a career in Financial Services. She will soon embark on her exams and is quickly learning how to best support our clients and the Advisers that they work with.