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If you are an existing client with access to our secure client portal then login via the button above and view your portfolio, send us a secure and confidential message, or even download documents and update your details online!
 
 
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Contact
 
Head Office Address
60 Bermondsey Street
London SE1 3UD

Telephone: 020 7261 1500
Facsimile: 0800 802 1987
Email: enquiries@roundhousefs.co.uk
services
 
"A first consultation, without obligation"

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a no obligation consultation, with one of our advisers, in our Southwark Office to consider your personal circumstances. If you would prefer it is possible to hold a consultation over the telephone.

Should you decide to use our services we charge fees for the work we do for you, like any professional, and this will be explained in detail before work commences.

Our role - the "7 Step Process" - If you become, or are an existing, client of ours we will...

Step 1: gather information about you and get to know your needs
Step 2: carry out research to find you suitable products and investment options
Step 3: provide any necessary reports and recommendations you need
Step 4: advise you on your best options
Step 5: implement the agreed options for you (by for example arranging protection, savings, pension plans, investment products etc.)
Step 6: where necessary and where agreed, monitor your ongoing financial position to ensure all your products and investments continue to meet your individual needs (especially important if your circumstances change)
Step 7: where necessary and where agreed, consider your product portfolio and rebalance it where necessary to ensure it continues to meet your needs in the future

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. If we don't have the expertise in-house we will refer you to another qualified professional with the right expertise and knowledge to help you.