Part of Rathbones Group Plc. 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. 

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.

Accounting

Investment Management

Legal

Legal Tech

Saunderson House

Saunderson House's headquarters in London, United Kingdom

Duncan Ross

Lee Bailey

Matt Chick

Joshua Mccarthy

Michael Grech

Lawrence Mason

Dilnoza Y.

Mandy Sohal

Peter Jackson

Ian Mcnally

Nick Rich

Annie Garrard

Ed Wood

The Financial Planning Team at Saunderson House specializes in providing personalized, comprehensive financial advice to high net-worth individuals, particularly in the legal and accountancy sectors. The team collaborates closely with clients to develop tailored financial strategies that encompass retirement planning, tax optimization, and wealth management. Leveraging their Chartered status and award-winning expertise, they ensure clients meet their financial goals while adhering to the firm's core values of being client-focused, outcome-driven, and responsible.

Financial Planning Team

The Directors and Associates team at Saunderson House, part of Rathbones Group Plc, is responsible for strategic leadership, client relationship management, and operational oversight. This team ensures that the company's financial planning and investment services maintain their award-winning standards, adheres to core values, and delivers excellence and transparency. They oversee managing client portfolios, drive business growth, and uphold Saunderson House's status as a leading firm of Chartered Financial Planners advising on £4.8bn of assets.

Directors and Associates

The Investment Team at Saunderson House is responsible for managing and optimizing client portfolios through meticulous research and informed decision-making. This team conducts comprehensive market analysis, evaluates investment opportunities, and develops strategies tailored to clients' financial goals and risk tolerance. They work closely with clients, offering both advisory and discretionary investment services, ensuring enhanced portfolio performance and client satisfaction. The team's expertise and collaborative approach underpin Saunderson House's reputation for excellence and award-winning service.

Investment Team

The Financial Planning Support Team at Saunderson House provides essential administrative and technical support to the firm's wealth managers. They prepare financial reports, assist with compliance and documentation, and support the creation and maintenance of client financial plans. By ensuring smooth operational workflow and accurate data management, the team enables advisors to deliver high-quality, tailored financial advice to clients.

Financial Planning Support Team

The Marketing and Client Services team at Saunderson House focuses on promoting the firm's award-winning financial planning and investment services and maintaining strong, individual relationships with over 2,100 high-net-worth clients. The team is responsible for developing targeted marketing strategies, managing client communications, and ensuring that client needs are met through first-class advisory services. They work collaboratively to uphold the company's values of being client-focused, outcome-driven, and responsible, contributing to the firm's reputation for excellence and transparency.

Saunderson House

Org chart

Teams

Financial Planning Team

Directors and Associates

Investment Team

Financial Planning Support Team

Marketing and Client Services

Offices

Saunderson House

Org chart

Teams

Financial Planning Team

Directors and Associates

Investment Team

Financial Planning Support Team

Marketing and Client Services

Offices

Related companies