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.
These qualifications provide an excellent pathway to Chartered Financial Planner status. The Diploma enables individuals to develop a core technical understanding across a broad range of key financial planning areas, and the Advanced Diploma builds on core knowledge to develop specialist financial planning capabilities. The Chartered status represents a high standard of professionalism, education and ethical practices which Saunderson House prides itself on.
We are very proud that our overall exam success rate year-on-year substantially exceeds the exam pass rates published by The CII, outlined below.
We owe these fantastic results to the high calibre of financial planners that we recruit, and their dedication to academic studies throughout their five year learning journey to achieving individual Chartered status. This demonstrates our commitment towards training our staff and achieving a high standard of knowledge, capability and ethical practice, so as to better serve our clients.
We significantly invest in the training of our employees with the provision of a structured training plan, dedicated study materials, online resources and revision days.
If you would like to find out more about careers at Saunderson House, please click here.
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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