Saunderson House Details

Saunderson House is a leading firm of wealth managers. We provide award-winning financial planning and investment services to high net-worth individuals, particularly in the legal and accountancy sectors, as we...
Saunderson House is a leading firm of wealth managers. We provide award-winning financial planning and investment services to high net-worth individuals, particularly in the legal and accountancy sectors, as well as other private clients, charities and trustees.We offer a team-based approach, first-class advisory capability and an adherence to core values of being client-focused, outcome driven and responsible. We build strong, individual relationships with our (more than 2,100) clients. Excellence and transparency are central to what we do, and are reflected in our clear, hourly-rate charging structure. Saunderson House holds Corporate Chartered Financial Planners status, delivering high quality advice on £4.8bn of assets. The firm has maintained its independent status since establishment in 1968, without being tied to any products, funds or services.We offer our clients advisory and discretionary investment services. Clients of our advisory service have the opportunity to be involved in ongoing decisions made around their portfolio, whereas our discretionary service allows clients to hand over the detailed management of their portfolio to our specialist advisers. Both are built upon the expert knowledge of our investment research team.Saunderson House recently won Best Wealth Management Adviser at the Money Marketing Awards 2017. We were also awarded Best Pension Planning Firm 2017 at the Wealth & Money Management Awards, and the silver award for Best Use of Technology for our digital client portal, joint with our provider.
Employees
HQ
020 7315 6513
Location
London, England
Revenue
$47.1M

Technologies

Notable Alumni

Tony Wellby
Partner, Financial Planning
Heronsgate Capital
Vijith Gnanakumaran
Compliance Associate
ETX Capital
Dawn Humberstone
Customer Experience Co ordinator
Allianz Travel Insurance
Patrick Martin
Marketing Business Partner
Deloitte

Employees

Financial Planning Support
Senior Portfolio Manager

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