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How we can help

How we can help

Achieve Financial Independence
When can I become financially independent?

Provide for Your Family’s Future
How can I provide financial security for my family?

Financial Planning For Unexpected Costs
How do I plan for the unexpected?

Financial Planning For Long Term Care
How will long-term care impact my finances?

Retirement Planning & Investment Advice
When can I afford to retire?

Year-End Tax Planning Guide
Our client focus and attention-to-detail are what make Saunderson House the ideal partner for all your end-of-year tax planning needs.
Who we help

Who we help
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.

Financial Advice For Accountants
Helping accountants to maximise their wealth and maintain their compliance

Financial Advice For Barristers
Supporting Juniors, QCs and Judges with their financial matters

Financial Advice For Lawyers
Helping partners and professionals of the leading law firms

Financial Advice For Charities
Helping charities and trusts meet their unique financial requirements

Advice for Private Equity Professionals
Understanding the unique income profiles of private equity and venture capital professionals

Financial Advice For Medical Professionals
Managing the wealth of independent medical professionals

Financial Advice For Non Executive Directors
Helping NEDs to navigate their specific financial challenges

Financial Advice for Doctors
Are you in need of expert financial advice for doctors?

Financial Advice for Dentists
Financial planning for dentists can be complex and unconventional. But we provide the expertise and knowledge that you need.

Financial Advice For Business Owners & Executives
Working with you to achieve your financial goals
Investment Services

Investment Services
Our experts work to invest your assets in the right way to help you achieve your financial goals.

Investment Services
Our experts work to invest your assets in the right way to help you achieve your financial goals.

Non-pension Investing
What alternative investments are there to pensions for higher earners?

Socially Responsible Investing
An introduction to Saunderson House's Responsible Investing approach.
Financial Planning

Financial Planning

Cash Flow Planning
Detailed cash flow planning can help to clarify your future financial situation and how to achieve your financial goals.

Pension Planning & Investment Advice
With pension legislation constantly changing it is important to establish a robust pension strategy.

Estate Planning
Developing an appropriate estate planning strategy is an essential part of long-term financial planning.
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The value of investments and income from them may go down as well as up and you may not get back the amount invested. Tax legislation and the levels of relief from taxation can change at any time.

The information contained within this website is for general guidance only and does not constitute and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investments including any products or services or an invitation, offer or solicitation to engage in investment activity.

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Saunderson House Limited, a wholly-owned subsidiary of Rathbones Group Plc, is a registered company in England & Wales (company number 940473). Authorised and regulated by the Financial Conduct Authority.

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