We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
Our experts work to invest your assets in the right way to help you achieve your financial goals.
Helping accountants to maximise their wealth and maintain their compliance
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Supporting Juniors, QCs and Judges with their financial matters
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Helping charities and trusts meet their unique financial requirements
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Understanding the unique income profiles of private equity and venture capital professionals
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Managing the wealth of independent medical professionals
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Helping NEDs to navigate their specific financial challenges
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Helping business owners and executives balance their professional and personal finances
Read moreIf you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.
GET IN TOUCHMany of our accountancy clients are current and retired partners. But we also work with chairs, directors and senior executives from Big 4 and other top-tier firms. Our advisers can use their in-depth knowledge of the challenges you might face to help you reach your financial goals.
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Our experience makes us one of the most trusted wealth management firms in London and the UK when it comes to serving Juniors, KCs and Judges. Our dedicated team will work to ensure you get financial peace of mind. In doing so, you can focus on your extensive work demands.
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Our dedicated charities team is committed to the development of our needs-led proposition for charity clients. Built around trust and transparency, our approach is honest, friendly and professional.
Read moreDue to the nature of their work, senior independent medical professionals can often experience severe time constraints. So, it is important you can trust someone to take care of your financial future – just as you care for your patients. That is where our financial advisers come in.
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We work with many law firm clients. This gives us a deep understanding of the intricacies of the legal profession and the financial considerations that go with it. Our seamless combination of financial planning and investment management expertise will provide you with a holistic service. By doing so, we can help you meet your goals.
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Are you a private equity or venture capital professional? Our financial advisers are here to help you get where you want to be in life. We do this by offering a complete financial view, a human approach to managing risk, and effective performance reporting.
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A financial adviser specialising in dentists can be the solution to your personal needs.
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Saunderson House’s expert advisers boast a huge depth of experience when it comes to financial planning for doctors.
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The performance of the portfolio over the last year has been been (again) simply stunning, and it seems to me that as well as being well positioned in terms of strategic allocation, the excellence of the investment advice within those categories has contributed significantly to the overall performance. Given that it has also been a year of extraordinary change, and hence volatility in sentiment, I think the added value provided by you and your colleagues could not have been greater. I am most grateful and look forward to expressing those thanks very warmly to both Chris and Tony.
We feel in safe hands with Saunderson House, with whom we have had a long and trusted relationship. They are enjoyable people to work with, understand our situation and we receive proper advice, which is clear, comprehensive and very easy to understand for a non-expert, as is their reporting of investment returns which have been ahead of the sector average by some margin over the past nine years.
Lawrence has been an excellent partner as I have been exploring my changing wealth situation with both the capacity and the need to plan for my future and my estate. He has the ability to think holistically, with a human view on risk and opportunity.
