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.

People

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.

Privacy Policy

You can view our Privacy Policy here.

Client Agreements

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.

Covid-19

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

We are responsible

We are a business centred on people – a characteristic which is reflected in our Corporate Social Responsibility strategy. Our fundraising and volunteering initiatives are primarily devoted to helping our charity partner raise the vital funds it needs.

Careers
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Invest in a firm that invests in you – join the Saunderson House team

We are always looking for high quality, committed financial planning and investment professionals, graduates or administrative staff.

Careers with Saunderson House >

Our Awards

We take pride in our reputation for excellence and invest in our people and resources to continuously support this. The depth of our expertise and our dedicated focus on client service are recognised through various award wins and commendations.

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Insights

Contact us

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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