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.
After 18 years of ownership by IFG Group PLC, Saunderson House were sold to Epiris in 2019 and have now found a new long term owner in Rathbones following the agreed acquisition in 2021.
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.
We value the diversity of our employees and are committed to creating an inclusive culture where people can be their authentic selves and feel they belong at Saunderson House. To read more about Diversity, Inclusion, and Belonging at Saunderson House please click here.
You can view our Advisory Client Agreement here.
You can view our Discretionary Management Service Client Agreement here.
You can view our Investment Types document 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.
Conflicts of Interest Summary
Read our conflicts of interest summary.
Order Execution Policy
Read our Order Execution Policy