How Does Roundshield Advisors (UK) Limited Help Clients? – Key Takeaways:
Roundshield Advisors (UK) Limited is a leading financial advisory firm that provides expert guidance and solutions to its clients. The company offers a wide range of financial services to individuals and businesses, helping them achieve their financial goals and securing their financial future.
Facts and Insights
Roundshield Advisors (UK) Limited has established itself as a trusted and reliable financial advisor since its inception in 2005. With over 15 years of experience in the financial industry, the firm has helped numerous clients in making sound financial decisions and managing their wealth effectively.
The following table presents the firm’s assets under management (AUM), number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| £500 million | 25 | 15 years |
Financial Services Offered
Roundshield Advisors (UK) Limited offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include investment planning, retirement planning, estate planning, tax planning, and insurance planning. The firm’s team of expert advisors works closely with clients to understand their financial goals and create customized solutions that will help them achieve those goals.
Client Types
Roundshield Advisors (UK) Limited serves a wide range of clients, including high net-worth individuals, families, and businesses. The firm’s services are tailored to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
Roundshield Advisors (UK) Limited follows a fee-based model, meaning the firm charges a fee for the services it provides. This fee is based on a percentage of the client’s AUM or a flat fee for specific services. The firm’s advisors are not compensated based on commissions, ensuring that their recommendations are always in the best interest of their clients.
Background
Roundshield Advisors (UK) Limited was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm has grown significantly over the years and has earned a strong reputation for its expertise and commitment to its clients’ financial success.
Financial Advisor Disclosures to Know
Roundshield Advisors (UK) Limited is a registered investment advisor (RIA) with the Financial Conduct Authority (FCA) in the UK. As a regulated firm, the company adheres to strict compliance and disclosure requirements, providing transparency and peace of mind to its clients.