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.
Helping accountants to maximise their wealth and maintain their compliance
Understanding the unique income profiles of private equity and venture capital professionals
Helping NEDs to navigate their specific financial challenges
Our experts work to invest your assets in the right way to help you achieve your financial goals.
We’re delighted that Saunderson House has been shortlisted for the Small to Medium Wealth Management Firm of the Year at the 2020 MoneyAge Awards. You can view the full shortlist here.
Now in its fifth year, the MoneyAge Awards celebrate excellence, professionalism and innovation in the hugely competitive but critically important personal finance space.
The MoneyAge Awards process involves a detailed submission, which scrutinises firms’ service propositions, investment approach, performance, client servicing and communications.
The entrants will be judged against a strict criteria, by an independent panel of highly experienced judges, spanning the various fields of personal finance. The winners will be announced at the awards ceremony and gala dinner on 8 October 2020 at The Waldorf Hilton, in London.
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.
GET IN TOUCH