Saunderson House named best city firm for complex wealth management

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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.”

 



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