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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.

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.

Ownership

Saunderson House has been owned by IFG Group plc since 2001. IFG is a financial services business quoted on the Dublin and London stock exchanges. In March 2010, James Hay (a SIPP provider) was acquired by IFG. 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, we are required to publish a Pillar 3 Disclosure of Regulatory Capital Consolidation. The Pillar 3 Disclosure for Saunderson House is consolidated within IFG Group policy.

The Pillar 3 Policy and Disclosures documents can be viewed here via the IFG Group’s Investor Relations page.

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.

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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