Fast facts about Saunderson House

  • Saunderson House was founded in 1968
  • We are a leading firm of independent wealth managers providing award-winning, objective and comprehensive advice to private clients, charities, trustees and pension funds. We also hold Corporate Financial Planners status
  • We currently advise on c£4.6bn of assets across c2000 clients
  • In 2016 Saunderson House won Best Investment Adviser at the Money Marketing Awards
  • Saunderson House won Pensions Advisory Firm of the Year 2016 at the WealthBriefing European Awards
  • In 2016 Saunderson House was an award winner at Corporate Livewire’s Finance Awards
  • In 2015 and 2014 Saunderson House was awarded the Gold Standard Award for Independent Financial Advice
  • In 2015, Saunderson House was named Best Complex Wealth Management Firm UK and Best for HNWI Retirement Planning UK in the Wealth and Money Management Awards
  • Awarded the Investors in People Silver Standard in 2015
  • In 2014 Saunderson House won Adviser Firm of the Year 2014 at the Money Marketing Awards
  • In 2014 Saunderson House won Best Advisory Service 2014 at the City of London Wealth Management Awards
  • In 2014, 2013 and 2012, Saunderson House was a finalist at the Chartered Financial Planners of the Year Awards
  • In 2013 and 2012, Saunderson House was named Best Advisory Firm at the Investment Week Fund Manager of the Year Awards
  • Recognised as one of the UK’s Top 25 IFA Companies by Private Client Practitioner in 2014, 2013, 2012, 2011, 2010
  • Our investment team focuses on providing value driven recommendations for asset allocation and fund selection. Through diligent analysis we have proven our ability to avoid the various investment ‘black holes’ that have loomed in the recent past
  • Our Corporate Chartered Financial Planners status demonstrates commitment to the highest standards of knowledge, capability and ethical practice. Likewise, we make it a priority for all our advisers to gain individual chartered status
  • Please click here to be taken to our latest research
  • For comment from our investment team or one of our Chartered Financial Planners please contact Philip Courtenay.