Roundhouse Financial Services
Roundhouse Financial Services has Chartered Financial Planner status as recognised by the CII in the United Kingdom. Based in London, Roundhouse has been advising clients as an Independent Financial Adviser on all aspects of Savings, Investments and Pensions since 1987. As one of a small group of prestigious firms designated as Chartered Financial Planners, we are recognised as the 'gold standard' in the industry. By specialising in building long term relationships with our clients, we aim to help clients understand and achieve their personal financial goals. Our wealth of industry experience is directly responsible for a long-serving history of satisfied customers. So much so, clients frequently find our services through referrals from our existing clients - recommendations which we strive to be worthy of. Roundhouse Financial Services is authorised and regulated by the Financial Conduct Authority.
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11 to 50 range
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
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Lawrie M.
Partner · General Business & Management
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Alex Pardy
Independent Financial Advisor · Finance & Accounting
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Alicia Powley
Client Services Manager · Customer/Client Service
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Top roles at Roundhouse Financial Services
5 distinct titles indexed · top 5 shown.
- 1client services manager
- 1independent financial advisor
- 1managing director
- 1partner
- 1summer intern
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