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.
We are delighted to have been presented with the silver award for Best Use of Technology at the UK Financial Services Experience Awards 2017. The award, recognising the creation of our digital client portal, is joint with our platform provider moneyinfo.
Philip Courtenay (Head of Marketing) and Cyrus Mehta (Management Consultant) from the portal team at Saunderson House presented alongside moneyinfo’s Tessa Lee and Sim Sangha. Judges scrutinised finalists against criteria including innovation and creativity, effective implementation and business results. Clear customer insight was also a focus, with our involvement of clients in the creation of the portal commended.
The award complements our 2016 win for Best Digital Client Portal at the Corporate Livewire Finance Awards and shortlisting at the UK Business Awards.
If 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.
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