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.

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Investment Management

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Saunderson House

Tony Overy

Nick Field

Max Folland

Matt Chick

Lee Bailey

Dan Stark

Chris Harris

Chris Coomber

Charlie Sage

Caolan Gardner

Ben Williams

Andrew Birt

Duncan Ross

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

Directors and Associates

Investment Team

Financial Planning Team

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Directors and Associates

Investment Team