January 2020 - Saunderson House

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.

Accountants

Helping accountants to maximise their wealth and maintain their compliance

Barristers

Supporting Juniors, QCs and Judges with their financial matters

Lawyers

Helping partners and professionals of the leading law firms

Charities & Trusts

Helping charities and trusts meet their unique financial requirements

Private Equity & Venture Capital

Understanding the unique income profiles of private equity and venture capital professionals

Private Medical Professionals

Managing the wealth of independent medical professionals

Non-Executive Directors

Helping NEDs to navigate their specific financial challenges

Business Owners and Fintech Executives

Working with you to achieve your financial goals

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About Us

How we can help

Achieve Financial Independence

Provide for Your Family’s Future

Protect Against the Unexpected

Plan for Retirement

Plan for Long-Term Care

Who we help

Accountants

Barristers

Lawyers

Charities & Trusts

Private Equity & Venture Capital

Private Medical Professionals

Non-Executive Directors

Business Owners and Fintech Executives

What we do

Investment Services

Cash Flow Planning

Pension Planning

Non-pension Investing

Estate Planning

Professional Network

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