Saunderson House receive Gold Standard Award

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27 November 2014


Saunderson House are delighted to have received the award for Independent Financial Advice at the Gold Standard Awards 2014, in a ceremony held at the House of Commons on the 26 November, hosted by MP Jonathan Evans.

Now in its 12th year, the Gold Standard Awards are focused on the financial services sector. They recognise not only a company’s capability to conduct its business, but also assess standards of service, financial strength, fair value and trust, as well as governance and social responsibility.

The awards are decided by an industry judging panel after a comprehensive assessment of the processes and procedures adopted by a financial services company. The awards aim to gain a true picture of whether a company has structures in place that has the customer at its heart. The awards also test that the company can meet the requirements of an ever-evolving financial services sector. Saunderson House was represented by Ian McNally, Gareth Parsons, Beverly Landais and Andrew Birt, who attended the ceremony to receive the award.

The Judges comments on Saunderson House: “Highly qualified advisers and staff set the tone for an outstanding level of service overall from Saunderson House. Robust processes that have been built around their proposition to clients with great attention to detail on getting investment research, asset allocation, costs and administration spot on. Participation in real comparative performance benchmarking through Asset Risk Consultants (ARC) shows real commitment to getting it right. The fact Saunderson House audits its Treating Customers Fairly (TCF) procedures indicates they have fully taken on board the culture of TCF. A benchmark firm that uses its chartered status well by being leaders in driving change through excellence in financial planning”.

Tony Overy, managing director at Saunderson House commented: “These awards underline that, at Saunderson House, our clients really are the heart of our business. We pride ourselves on the trust that our clients put in us and the value that we can add to their lives”.

 



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