Who we are
Founded in 1968, we are a leading firm of independent wealth managers based in the City of London who provide award-winning advice to busy professionals. We are authorised and regulated by the Financial Conduct Authority.
We have a single-minded focus on helping our clients grow, preserve and pass on their wealth. This is coupled with the highest standards of client care and a commitment to shouldering the administrative burden.
We attract, train and retain advisers of the utmost levels of competence. Our corporate Chartered Financial Planners status demonstrates commitment to the highest standards of knowledge, capability and ethical practice, and we make it a priority for all our advisers to gain individual chartered status.
Passionate about our independence, we provide hourly rate advice and have no products of our own to sell. As a result clients receive advice from highly qualified professionals offering solutions from leading investment and product providers across the whole of the market.
What we do
We take pride in providing a complete financial planning and investment service. We consider the financial situation of our clients as a whole, advising on investments and associated tax, cashflow planning and modelling, pension planning and inheritance tax and estate planning. This approach ensures our clients benefit from integrated strategic planning of their financial affairs.
Our technical research team monitors legislative and product developments, and helps ensure our advice is current, complete and robust.
Who we serve
Our clients are people with important and often complex decisions to make about their investments and financial plans. They are busy people who have little time to spare. They often have high income and /or significant investable assets.
We have served the legal sector for many years and know that law firm partners and barristers have very distinct needs, earning patterns, lifestyle expectations and compliance obligations. Our long experience in advising partners at the top law firms and barristers from leading sets means that we are well equipped to help our clients achieve their goals of financial security with low volatility.
Our investment approach
Our dedicated and award-winning investment research team provides the basis for our investment advice to clients. An active and value-driven approach, focused on just four asset classes: equities, fixed income, property and cash, ensures that portfolios are diversified and transparent, with a high degree of liquidity.
Our disciplined and rigorous analysis has helped us successfully steer clients clear of the various investment “black holes” of recent years. This approach has help deliver strong returns for our clients that is evidenced through performance.
We were named Best Advisory Firm at the Investment Week Fund Manager of the Year awards in both 2013 and 2012.
In March 2014, we won the award for Best Advisory Service at the City of London Wealth Management awards.
In the same month we won Adviser Firm of the Year at the Money Marketing Awards. The judges praised Saunderson House for: “the professionalism of its offering and strong focus on client outcomes”. They went on to say “the Chartered firm displayed high levels of training and qualifications among its staff with strong processes in place to ensure the highest standard of advice and client care”.
How to instruct us
If you would like further information about our services, or about the way we work in general, or to arrange a meeting, please contact:
Marketing and Business Development Director
T: 020 7315 6500
For more information please visit our website www.saundersonhouse.co.uk