ROUNDHOUSE FINANCIAL SERVICES (LONDON) LIMITED - Key Persons
Job Titles:
- Client Services Manager
- Financial Administrator
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.
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.
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.
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.