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

Duncan Ross

Lee Bailey

Matt Chick

Joshua Mccarthy

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

Financial Planning Team

Directors and Associates

Investment Team

Financial Planning Support Team

About

Team members

Other teams at Saunderson House

Financial Planning Team

Directors and Associates

Investment Team