About Us

Roundhouse has been advising clients since 1987 on all aspects of Savings, Investments and Pensions and 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 - a fact we are proud of.

Planning to Succeed

We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.

Your needs today could be significantly different to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child's education, or the purchase of a dream home or perhaps for income in your retirement.

No effective financial plan can ignore the effects of outside influences like accidents, long term illness or loss of employment. It is also important to consider the effects on others were you to die.

Chartered Status

Chartered Financial Planner

The title of Chartered Financial Planner was granted to the Chartered Insurance Institute (CII) by the Privy Council in 2005 and so far only around 1,900 individual financial advisers in the UK have attained this title. Ric Cresswell and Lawrie McKenna are both Chartered Financial Planners.

Corporate Chartered Title

We have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute. This is our industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership of the Chartered Insurance Institute. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at www.cii.co.uk within the section on Membership.

When you use a Chartered firm you are dealing with proven professionals.

Our expertise is at your disposal

All our advisers are qualified and look to provide you with professional and impartial advice. We always look to find solutions for your needs that work throughout the many different stages of your life.

Insurance and Investment products differ greatly in areas such as tax treatment, charges or investment returns. We constantly monitor the whole market to ensure you receive advice about the product that best meets your needs.

Our Independence

As Independent Financial Advisers, our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment products from across the whole marketplace. This means we can choose from amongst 30,000 financial products to provide the best for you.