Awards and Accolades

We take pride in our reputation for excellence and invest in our people and resources to continuously support this.  The depth and breadth of expertise offered and our focus on client service is further recognised by being nominated for, and winning numerous awards.

Money Marketing Awards 2017 – Best Wealth Management Adviser

Saunderson House has been voted Best Wealth Management Adviser 2017 at the Money Marketing Awards. The judging panel praised our motivation, knowledge and professionalism. 2017 sees Saunderson House as Money Marketing Award winners and finalists for the fourth consecutive year.

Awarded the Gold Standard Award 2016, 2015 and 2014 for Independent Financial Advice

We have been announced winners for Independent Financial Advice at the Gold Standard Awards, as decided by an elite judging panel. The awards, which have crowned Saunderson House winners for the third year in a row, champion financial services companies that exceed customary levels of business practice, standards of service and culture and social responsibility.

Judges citation: “The combination of business ethics, professionalism and quality of service is extremely impressive. Saunderson House demonstrates the benchmark in technical excellence for advice given and reporting. Saunderson House operates a culture that stems from taking great pride in how they are perceived as a firm, which is a result of having a very clear understanding of their clients’ needs. Highly qualified advisers working in teams; high quality research; high quality management and processes, alongside a simple remuneration basis – Saunderson House understands advice doesn’t have to be complicated to be good; it just needs the right people and the right structure to do it extremely well.”

Money Marketing Awards 2016 – Best Investment Adviser

Saunderson House has been awarded Best Investment Adviser at the Money Marketing Awards 2016. The awards have been running for 25 years, and set the highest standard for the financial services sector, recognising businesses that demonstrate excellence and innovation. The award complements our previous Money Marketing recognition in 2015 and 2014.

Digital Client Portal of the Year 2016 – Corporate Livewire Awards

Saunderson House has been awarded Digital Client Portal of the Year at the Corporate Livewire Awards 2016, for our client portal, Saunderson House Online. We are recognised for demonstrating ‘success and innovation’, judged by a panel of experts against a set of rigorous assessment criteria.

Financial Advisers of the Year 2016 – Investor Review Magazine

The awards programme, run in-house by the magazine, recognises firms that ‘stand out from the crowd…ethics, overall performance and the ability to adapt and thrive amongst the dynamic financial sector.’

Best HNWI Financial Planning Firm – UK

Saunderson House was crowned winner at the Wealth & Money Management Awards 2016, designed to honour excellence in the wealth management industry. We were awarded for our service to HNWIs. The award complements our 2015 win, Best Complex Wealth Management Firm, at the same awards.

Saunderson House wins Pensions Advisory Firm of the Year 2016

Saunderson House has been awarded Pensions Advisory Firm of the Year at the WealthBriefing European Awards 2016. The awards were judged by a panel of third party experts, including leading global accountancy firms and other advisors within the wealth sector. The accolade further recognises Saunderson House’s retirement planning service, complementing our recent awards including Best for HNWI Retirement Planning UK, Wealth & Money Management Awards 2015.

Winners, Corporate Livewire’s 2016 Finance Awards

Saunderson House has been awarded Corporate Livewire’s 2016 Finance Award for Excellence in Inheritance Tax & Estate Planning – UK.  Sponsored by UK Business Circle, the awards programme selects winners based on their achievements and strengths in the Financial Services, Tax and Accountancy sectors over the past calendar year.

Best Complex Wealth Management Firm UK and Best for HNWI Retirement Planning UK, Wealth & Money Management Awards 2015

Saunderson House has been named Best Complex Wealth Management Firm UK and Best for HNWI Retirement Planning UK in the 2015 Wealth & Money Management Awards. This is the second consecutive year that the firm has been awarded Best Complex Wealth Management Firm UK. The awards are dedicated to uncovering and promoting the work and achievements of the very best the financial services community has to offer. The awards seek to recognise firms who are “truly making waves in the industry and providing the very best service and outcomes for their clients”.  Commenting on the firm’s latest accolades, Beverly Landais, Marketing and Business Development Director, said “We take pride in our reputation for excellence and focus on delivering outstanding client service. We invest in our people and resources to continuously support this and these latest awards are a tribute to the success of our approach”.

Awarded the Investors in People Silver Standard 2015

Investors in People is the UK’s leading accreditation for business improvement through people management. It provides a wealth of resources for businesses to innovate, improve and grow, with a focus on good people making great business. The Silver Standard is an accolade achieved by just 6% of Investors in People accredited organisation. Saunderson House achieved this in the first year of accreditation.

Paul Devoy, Head of Investors in People, said: “Achieving the Investors in People Silver Standard is something that any organisation should be truly proud of. It is the sign of a company which is very committed to good people management practice and we’d like to congratulate Saunderson House on its achievement.”

Adviser Firm of the Year 2014, Money Marketing Awards

Winner’s citation: 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”.

The judges highlighted our focus on a carefully constructed and embedded advice process of consultation, analysis, recommendation, implementation, monitoring and review as an example to other firms looking to professionalise their offering.  Our clear and simple fee-only charging structure was also praised, along with a robust investment offering which has produced “impressive performance against its peers”.

Best Advisory Firm, 2012 and 2013 – Investment Week Fund Manager of the Year Awards

Each year the investment fund managers shortlisted in the Investment Week Fund Manager of the Year Awards nominate the company that they believe has the strongest investment process.  For the last two years, they have chosen us as Best Advisory Firm.

Winner’s citation: The fund managers commented on the challenging nature of the interviews conducted by this firm which kept them on their toes.

Comments from a Fund Manager:

“Saunderson [House] has long deserved its reputation of being one of the most thorough of firms researching the investment markets.

They ask sensible, practical questions, which is refreshing rather than some interviews we face when the adviser is just ticking the boxes or asking questions to which the answers are on a fact sheet.

Saunderson [House] has the object of coming out of a meeting trying to truly understand what I am doing with the fund and how it might perform in different scenarios”.

  • Winner of Pensions Advisory Firm of the Year at the WealthBriefing European Awards 2016
  • Winner of Excellence in Inheritance Tax and Estate Planning UK at the Corporate LiveWire’s 2016 Finance Awards
  • Awarded the Gold Standard Award 2015 and 2014 for Independent Financial Advice
  • Awarded Best Complex Wealth Management Firm UK 2015 and 2014 and Best for HNWI Retirement Planning UK 2015 at the Wealth & Money Management Awards
  • Awarded the Investors in People Silver Standard 2015
  • Associate Member of Asset Risk Consultants (ARC) Private Client Indices (PCI)
  • Winner of Adviser Firm of the Year 2014 at the Money Marketing Awards
  • Winner of Best Advisory Service 2014 at the City of London Wealth Management Awards
  • Finalist for ‘Chartered Financial Planners of the Year 2014, 2013 and 2012’ overseen by Chartered Institute of Insurance and the Personal Finance Society

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