How will you know when you have enough?
UK government data reveals that people are living longer than ever. But what will your situation look like after retirement? If you believe you focus too much on the present, our expert financial advisers in London work with you no matter where you are in the UK to get a better idea of your long-term financial goals.
This could include anything from developing a comprehensive cash-flow plan to exploring non-pension investing options. The aim is always the same: to help you understand if and when you could reach financial independence.
Do you want to secure your family's future?
We can help you look after those closest to you – whatever that means to you. Do you need our specialist advice on how to cover your children's future education? Or perhaps you wish to know the best way to prepare for the costs of a loved one's long-term care?
By discussing your goals with our wealth management advisers, we can put together a bespoke plan to help ensure you achieve those goals. It will also make the process of passing on your wealth as tax-efficient and smooth as possible.
How do you plan for the unexpected?
The future is not always easy to predict. But what may arise in the months and years ahead does not matter. You can prepare for all eventualities when you connect with our financial advisers – whether you are in London, Cambridge, Manchester, or anywhere else in the UK.
We will create a robust plan to help you overcome the unexpected. If such a situation did arise, our knowledge and expertise will help you put an effective strategy in place. Allow our financial advisers to prepare you for whatever may happen.
When can you afford to retire?
Do you know how much you need to save to live comfortably in later life? Our team of advisers can help you create a financial plan that offers total clarity on your retirement years ahead – including detailed pension advice and investment options.
How will long-term care impact your finances?
Do you have a plan in place to protect yourself – and your family – if anyone should need long-term care in the future? Our advisers can support you with how best to manage your money – offering reassurance that any potential long-term care costs are covered.
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 TOUCH
Many 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.Read more
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.Read more
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 more
Senior independent medical professionals trust us to help achieve their financial objectives, leaving them free to focus on their patients and enjoy their free time.Read more
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.Read more
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.Read more
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.