Saunderson House
Spencer Barnett has a diverse background in financial services, currently serving as a Paraplanner at Saunderson House since July 2022. Prior experience includes roles as a Pension Analyst at Diligenta from May 2021 to July 2022, and as a Financial Health & Support professional at Deloitte from March 2021 to August 2021. Spencer held the position of Finance Specialist at Lloyds Banking Group from April 2018 to March 2021, and worked in irresponsible lending at Provident Financial Group for a brief period in 2017. Additional experience includes a role in Credit Risk/KYC at Santander UK and as a Protection Advisor at Owl Financial. Spencer's educational background includes studying at Newcastle Business School from 2011 to 2016.
Saunderson House
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.