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Saunderson House is a leading firm of independent wealth managers providing award-winning advice to busy professionals with high incomes and/or significant investable assets.
We have a single-minded focus on helping our clients to preserve, grow and pass on their wealth. This is coupled with the highest standards of client care and a commitment to shouldering the administrative burden.
Our corporate Chartered Financial Planners status demonstrates commitment to the highest standards of knowledge, capability and ethical practice. 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. Consequently clients receive advice from highly qualified professionals offering solutions from leading investment and product providers across the whole of the market.
We take pride in providing a joined up 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 16 strong technical research team monitors legislative and product development, and help ensure our advice is current, complete and robust.
Our award-winning investment research team provides the basis for our investment advice to clients. Known for our disciplined, research-driven and, above all, valuation-focused investment management process, we keep things simple by focusing our analytical resources on four key asset classes; equities, fixed income, property and cash.
As well as delivering strong returns, the Saunderson House investment philosophy also results in diversified and transparent portfolios, with a high degree of liquidity.
If you would like further information about our services, or to arrange a confidential meeting to discuss your own asset or wealth requirements, please contact Tom Walklate, Chartered Financial Planner.
Telephone number: 020 7315 6655