We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
Our experts work to invest your assets in the right way to help you achieve your financial goals.
How will I know when I have enough?
UK government statistics reveal that people are living longer than ever. Have you considered what your financial situation will look like after retirement? If you have been focusing too much on the present day , our expert financial advisers will work with you to better understand your long-term financial goals. This can include anything from a comprehensive cash-flow plan to exploring non-pension investing options – all with the aim of helping you to understand if and when you could reach financial independence.
How can I secure my family's future finances?
Whether you are seeking a financial adviser to provide you with expert advice on how to cover your children’s future education or how to prepare for the costs of a loved one’s long-term care, we can help. By discussing your financial goals with us, we can put together a financial plan that works to help ensure you achieve those goals. This will also help to ensure that the process of passing on your wealth is tax efficient and as smooth as possible.
How do I plan for the unexpected?
Best prepare for the future by connecting with our financial planners in London from wherever you are in the UK. We will create a plan that is designed to help you deal with the unexpected. Should an unplanned situation arise, we have the knowledge and expertise to help you put an effective financial strategy in place. Allow our financial advisers to prepare you for any eventuality.
When can I afford to retire?
Do you know how much you will need to have saved in order to live comfortably after you have retired? Our team of financial advisers can help you with creating a financial plan, which will help provide financial clarity on your retirement years ahead.
How will long-term care impact my finances?
Have you got a plan in place to protect yourself, as well as your family, should anyone need long-term care in the future? Our financial advisers have the knowledge and expertise on how to manage your money, providing you with reassurance that any potential long-term care costs are covered in the future.
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.
GET IN TOUCHMany of our clients are current and retired partners as well as directors, chairs and senior executives of the Big 4 and other top tier accountancy firms. We use our intricate knowledge to help them to manage their challenges and reach their financial goals.
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We serve Juniors, QCs and Judges. Our expert team will work to help ensure financial peace of mind, leaving clients free to focus on their extensive work demands.
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Our dedicated charities team is committed to the development of our needs-led proposition for charity clients. Built around trust and transparency, our approach is honest, friendly and professional.
Read moreSenior independent medical professionals trust us to help achieve their financial objectives, leaving them free to focus on their patients and enjoy their free time.
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Working with many law firm clients means we have a deep understanding of the intricacies of the legal profession and the financial considerations that go with it. Our seamless combination of financial planning and investment management expertise will provide you with a holistic service to help meet your financial goals.
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Working in partnership with private equity and venture capital professionals to help them achieve their financial goals. We provide a holistic financial view, a human approach to managing risk and effective performance reporting.
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I have no hesitation in recommending Saunderson House…I have found them to be far superior to any previous financial advisers that I have used.
