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.
Helping accountants to maximise their wealth and maintain their compliance
Understanding the unique income profiles of private equity and venture capital professionals
Helping NEDs to navigate their specific financial challenges
Our experts work to invest your assets in the right way to help you achieve your financial goals.
Jonathan is Head of the Front Office at Saunderson House, responsible for the oversight of the Advisory, Paraplanning and Administration departments as well as our Discretionary team.
Jonathan’s background is as a Financial Planner, having joined Saunderson House as part of the graduate trainee programme in 2007. Alongside advising clients, Jonathan held management roles across the front office before becoming Head of Front Office in 2020.
Jonathan is a Chartered Manager and Fellow of the Chartered Managers institute and holds a degree in Politics, Philosophy and Economics. Outside of work Jonathan enjoys cooking, spending time with his family and escaping to the sun or the snow. He also has an interest in wine, holding qualifications with the Wine and Spirits Education Trust.