Founded in 1968, Saunderson House is an independent wealth management firm, providing a comprehensive financial planning and investment management service to high-net worth individuals, charities and trusts.
We are entirely independent and have no products, services or funds of our own to sell. Decisions and recommendations we make for our clients are constructed purely with their financial interests and goals at heart. We provide strong client-adviser relationships, with an emphasis on personal service.
Our Corporate Chartered Financial Planners status demonstrates our commitment towards achieving a high standard of knowledge, capability and ethical practice and we make it our priority for all our advisers to gain individual Chartered status. Our ten-strong Investment Research team are all CFA members or charterholders, members of the Chartered Institute for Securities & Investment (CISI), or are studying towards their CFA Program and CISI Diploma exams.
Saunderson House has been owned by IFG Group plc since 2001 and in March 2010, James Hay (a SIPP provider) was acquired by IFG. IFG is a financial services business that was acquired by private equity firm, Epiris, in 2019. The management of Saunderson House and James Hay are separate and act independently of one another. Saunderson House always acts in the best interests of its clients and takes an unbiased ‘whole market’ view when providing advice.
Pillar 3 Disclosures
The Financial Conduct Authority categorise Saunderson House as a BIPRU Firm (Bank, Building Societies and Investment Firms). In accordance with this categorisation, Saunderson House is required to publish a Pillar 3 Disclosure of Regulatory Capital Consolidation. The Pillar 3 Disclosure for Saunderson House is currently consolidated within IFG Group policy.
The current Pillar 3 Disclosure documents can be viewed here.
Modern Slavery Statement
Saunderson House places significant importance on operating in a fair and ethical manner and is committed to ensuring modern slavery and human trafficking are not taking place in our business and supply chains. We align ourselves with our parent company IFG’s Modern Slavery Statement which can be found here.
You can view our Advisory Client Agreement here.
You can view our Discretionary Management Service Client Agreement here.
ESG at Saunderson House
To find out more about how we are managing our Environmental, Social and Governance (ESG) risks, please click here.
To find out more about how we have responded to Covid-19, please click here.