What is wealth management?
Our clients often just do not have the time to take proper care of their financial future. It could be that your professional duties take priority. Or perhaps the many rules and regulations mean you are not confident about looking after your wealth. At Saunderson House, the purpose of our wealth management services is to lift this off your shoulders – and put you in control.
It is a process that is entirely focused on you. Our team of specialist financial advisers based in London take the time to understand what is important to you. This essential step means we can create a unique and holistic financial plan that ultimately helps you achieve what you want in life. And there are many strategies and solutions that we can draw on to support you.
Wealth management is about more than just how much money you have. It includes any assets and investments you hold too – something your financial adviser will consider fully.
Why choose our wealth management services?
We know that our clients need advice and solutions you can trust. At Saunderson House, that is exactly what we provide. From our head office in London, our financial advisers have a true UK-wide reach – tailoring our services to all your wealth management needs:
- A client-centric approach; offering independent advice and creating tailored solutions to reflect your unique needs and financial goals as an individual.
- The highest levels of knowledge and ethical practice. Our Corporate Chartered Financial Planner status underpins the exceptional standards we adhere to.
- A highly experienced team of financial planning and investment management specialists.
We are also an award-winning wealth management firm, which provides further evidence of our capabilities and credentials. The above factors combined should give you a real insight into how our financial planning and investment services can fulfil your life goals. For more details, please get in touch and discover how Saunderson House can be the trusted partner you need..
Wealth management FAQs
Where can you find us?
Our wealth management team is based in our central London office – but our reach extends to all areas of the UK. So, we are at your service no matter where you may be located – advising on and supporting you with all aspects of managing your wealth efficiently and effectively.
Why do you need wealth management advice?
You might already have a clear idea of your financial goals. But do you know the most effective route to achieving them? It could be a lack of time, limited understanding of various rules or a combination of the two – either way, our wealth management services are designed to give you a stronger chance of getting to the financial position you want to be in.
We work with you to help grow and protect your wealth. You have your own needs, challenges and aspirations. But our role is to reflect that in the advice and solutions we provide. By doing so, it leaves you free to focus on what matters to you most – whether that is your professional duties or enjoying your retirement.
How can wealth management services help me?
The key benefit of working with our financial advisers is that we can help you effectively plan for the future you envisage for yourself and your family. It could be a relatively short-term goal of being financially independent. Or you could be thinking longer-term about your family’s future.
We can help you develop a clear plan that will deliver on those ambitions in the most appropriate and efficient way possible. Our wealth management services also give you a much greater sense of confidence, assurance and peace of mind when it comes to your financial future.
What is the difference between wealth management and financial planning?
It is worth noting that wealth management and financial planning do not mean the same thing. But financial planning can form part of a broader, more holistic wealth management plan. Also, the main objectives are usually the same.
As part of our financial planning services, you and your adviser consider your current situation and longer-term goals. This can feed into a wealth management strategy that seeks to protect and increase the wealth you have already accumulated.
How much do our wealth management services cost?
Just as each client we work with is different, so too are the services we deliver to them. As such, our fees will reflect that.
The amount you will pay for our services is based on several factors. The first is the value of the assets you invest with us. Other factors include whether you decide to work with us on a one-off basis or as a long-term engagement. There can also be associated third-party costs involved.
All this will be explained in full when you contact us to discuss your wealth management needs.
How much wealth do you need to benefit from our services
At Saunderson House, our advisers have significant experience of working with high earners and high net worth individuals. Like other wealth management firms, your assets will need to meet a minimum value for our service to be beneficial and value for money.