Roundshield Advisors (UK) Limited

Reference number: 922779

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

RoundShield Partners LLP Reference number: 761167 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • ROUNDSHIELD ADVISORS (UK) LIMITED (FRN 922779) is an AR of RoundShield Partners LLP (FRN 761167). When you use ROUNDSHIELD ADVISORS (UK)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from ROUNDSHIELD ADVISORS (UK), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    020 3597 5100

  • Address

    2 Fouberts Place, London, W1F 7PA, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 3597 5100 is, and the 2 other firms that give it
  • Who else gives the postcode W1F 7PA
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through RoundShield Partners LLP, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
12478453
Company status
Active
Company type
Private limited company
Incorporated
24 February 2020 (6 years old)
Registered office
2 Foubert's Place, London, W1F 7PA, United Kingdom
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Tristan Alexander Lee Director May 1990 21 Oct 2025 1 other company
Matthew Stewart Talbot Director Jan 1980 21 Oct 2025 None

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

9 months to 31 December 2025Small company accountsNot audited

Total equity

£262k

+385% from £53.9k

Cash at bank

£4,267

−93% from £63.5k

Employees (average)

4

Same as 4

Owed within a year

£142k

−6.3% from £151k

Total equity

In the full report: all 6 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 12478453. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Roundshield Advisors (UK)’s history from the FCA register and Companies House, newest first.

Key events (6) All events (10)

2025

21 October 2025

  • Board replaced: its only director left and 2 new directors took over
  • Herbert August Beckmann no longer has significant control

Companies House

29 July 2025

  • Colliers International Group, Inc gained significant control

Companies House

2020

16 March 2020

  • Became an appointed representative

FCA register

24 February 2020

  • Incorporated at Companies House
  • Herbert August Beckmann gained significant control

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Roundshield Advisors (UK)

Other FCA-listed firms that share a director, phone number or address with Roundshield Advisors (UK). A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its phone number
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same phone number (2), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Roundshield Advisors (UK)

Other firms of the same type (financial adviser), nearest first.

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Roundshield Advisors (UK)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 10 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Roundshield Advisors (UK) Limited FCA authorised?
Roundshield Advisors (UK) Limited (FRN 922779) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Roundshield Advisors (UK)?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Roundshield Advisors (UK) Limited (FRN 922779) is an AR of RoundShield Partners LLP (FRN 761167). When you use Roundshield Advisors (UK)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Roundshield Advisors (UK), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Roundshield Advisors (UK)’s phone number?
The FCA register lists the phone number 020 3597 5100 for Roundshield Advisors (UK). If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Roundshield Advisors (UK) a scam or clone?
Roundshield Advisors (UK) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Roundshield Advisors (UK)?
Protection works through RoundShield Partners LLP, the principal firm responsible for Roundshield Advisors (UK)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Roundshield Advisors (UK)?
Companies House lists one person with significant control of Roundshield Advisors (UK): Colliers International Group, Inc (significant influence or control). Before that, it was controlled by Mr Herbert August Beckmann.
Who runs Roundshield Advisors (UK)?
Companies House lists 2 directors of Roundshield Advisors (UK): Tristan Alexander Lee and Matthew Stewart Talbot.
How long has Roundshield Advisors (UK) been in business?
The company was formed on 24 February 2020.
What do Roundshield Advisors (UK)’s latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £262k (+385% from £53.9k) and cash at bank of £4,267 (−93% from £63.5k).

Sources and links

The full report on Roundshield Advisors (UK) Limited

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