Roundhouse has 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
• Professional and experienced

Click on the link “About Us” above for more information

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 (see our “Download” section for our Proposition to Professional Introducers)

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!

Sample Client Report

Take a look at a sample Client Report from our industry-leading client software here.