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

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 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.

Marketing and Client Services

Financial Planning Team

Directors and Associates

Investment Team

Marketing and Client Services

About

Team members

Other teams at Saunderson House

Financial Planning Team

Directors and Associates

Investment Team