Marketing and Client Services

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.