Saunderson House named best city firm for complex wealth management

Print This Post

21 October 2014


Saunderson House, the leading firm of independent wealth managers, have been named as best city firm for complex wealth management in the 2014 Wealth & Money Management Awards.

The awards seek to “recognise the achievements of those working within the investment and financial services community”, and those who are “going above and beyond to help their clients protect and make the most of their hard-earned money”.

This recognition comes shortly after Saunderson House was also shortlisted as a finalist in the Corporate Chartered Financial Planners of the Year category in the Personal Finance Society’s Chartered Awards, which take place on 6 November 2014.

Beverly Landais, marketing and business development director of Saunderson House, comments: “We owe our success to the fact that we attract, train and retain advisers who demonstrate the utmost levels of competence. Our corporate Chartered Financial Planners status demonstrates that we consistently achieve best practice levels of knowledge, capability and ethical practice, and we make it a priority for all our advisers to gain individual chartered status.”

 



Associate News is provided by Legal Futures Associates.
Find out about becoming an Associate



Legal Futures Blog

Joint (ad)ventures in the legal sector

Nigel Wallis lo res

We all know that nothing in life is certain. As the actor, director and philosopher Clint Eastwood once said: “If you want a guarantee, buy a toaster.” He also said he’d tried being reasonable and didn’t like it. They should teach this kind of philosophy in law school. One thing in life is reasonably certain though. If you’re a law firm worth your salt, at some point you will be approached by another entity (most probably a work introducer) with a whizzy idea to ‘partner’ with you to ‘help you accelerate your growth’. In commercial speak this means, ‘we’d like to keep feeding you work but we’d also like to share in your profits’. The arrangement may be pitched to you as a joint venture – a win-win no less.

March 27th, 2017