Rebekah Kearey founded Roundhill Financial
Management in 1995 after spending the previous eight years gaining experience by
working for various national companies of independent financial
advisers. The main reason for setting up the firm was to be able to
put people first on every level. For example, staff are employed to work
in a fully flexible environment where home and family demands need not conflict
with the demands of the office. A long-term view is taken when taking on
new clients – it does not necessarily follow that immediate profits make a
profitable client, so we are prepared to take on clients who need our services,
even where there is no immediate gain. We would rather build up a solid client
bank to avoid the need for ongoing advertising. We put the long-term needs
of people and their lifestyles first by considering environmental and ethical
issues in all areas of our activities – from the way we do business to the
products actually recommended.
There are now two advisers at
Roundhill: Rebekah Kearey continues to act as principal and offers advice
in all areas of financial planning, with a special interest in ethical and
environmental pensions and investments, and tax planning. Rick Wort can
also offer advice in all areas of financial planning, but concentrates more in
the areas of mortgage and protection planning.
Louise Williams and Katharine Crossley are
the two administrative staff, without whom the company would surely
collapse.
Our longer term plans are to stay
relatively small, so that we can always know our clients personally, and thus
can always put our clients needs first. We are directly regulated by the
FSA, and so long as this remains viable, we will continue to do so as we believe
this gives us maximum flexibility in the way we work for our clients.
