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.
Josh joined Saunderson House as a Trainee Financial Planner in 2014, after graduating from University College Dublin having studied Economics. He subsequently joined the Discretionary Team in 2018 to help deliver our discretionary management service to clients.
Josh passed all three levels of the CFA on his first attempt, and also holds a Diploma in Financial Planning.
Outside of work Josh is a big sports fan and enjoys playing golf and football.
Get in touch today.
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