Tom specialises in pensions and investments, bringing strategic financial planning and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence with simplicity and transparency.
Tom’s clients include partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees and he gets great satisfaction in giving them peace of mind that their financial affairs are looked after, letting them concentrate their time elsewhere.
Away from work, Tom enjoys travelling, riding the ups and downs of being an Arsenal supporter, cooking and running a food / restaurant blog.
I am very happy to provide a testimonial for Tom who has been acting as my financial advisor over the last three years. I am particularly pleased with the performance of the various investments that he has helped me with, and have appreciated the personalized approach to advice, in particular in relation to managing my specific attitude to risk. We have regular discussions regarding my Saunderson House investments, and on other occasions when I need periodic advice he is always available for this.
Tom Walklate has been my principle contact with Saunderson House for several years and he has become a trusted advisor to me. Trust is essential to any relationship and, as we all know, has to be earned. Tom has taken the time to get to know me, not only in terms of my financial situation but also on a personal basis in my attitudes and interests and my relationship with my wider family.
Tom has demonstrated his technical skills in the breadth of his knowledge and in the depth of his understanding of my individual portfolio and the financial consequences for me of market and legislative events.
Having Tom as my advisor gives me the assurance that the decisions we take will be based on a sound understanding of risks and opportunities and will reflect our personal needs and aspirations. The fact that I have someone who is looking out for my best financial interests and will prompt and prod me in good time means that I can enjoy the freedom that was my aim in working hard and saving and investing well during my working life.
Time is precious. Trusted advisers are valuable.
I do not want to spend the time necessary to stay up to date with changing pension, ISA, tax and other investment related rules. I could never be as well informed as an adviser who devotes his professional career to these matters.
I have relied on Tom since 2014 (and others in Saunderson House since the 1990s) to give me balanced practical advice that respects my priorities.
Over the long term I have consistently bettered the performance of relevant comparative indices for my risk appetite. Even on an annual basis, this has almost always been achieved. While nothing in the investment world is certain, it is comforting to have someone trustworthy available to give sensible advice that has produced positive results.
Tom became our primary contact at Saunderson House nearly four years ago. He quickly developed an excellent understanding of our personal goals and has always been able to explain the advice in ways that we both understand. He is always very responsive. We have been very happy with Saunderson House since we appointed them as advisors and Tom embodies their values of a professional, proactive, personal service.
Tom has been my advisor since 2014 and I have been very impressed with his work and his general approach. He is adaptable and I feel confident that he understands my financial situation and always provides appropriate advice, both on individual matters and long-term financial planning. This is incredibly reassuring at a time when there seems to be so much uncertainty in the markets. Tom is always calm and professional in a difficult time and I am really happy to have him as my financial advisor.
Tom Walklate has been our principal point of contact and, as our fund moves into the Drawdown phase, there is a need for increased communication in order to provide us with funds on a tax-effective basis. All of this Tom manages with reassuring ease and efficiency. He is thoughtful, knowledgeable and initiates action without our prompting, but is super-responsive should we have any queries. Tom is also personable, patient and a pleasure to do business with.
We have been with Saunderson House for 9 years now and I must say I always enjoy our catch-ups. My dealings with you are always totally honest, transparent,informative and most importantly contribute to the overall excellent service we receive from Saunderson House. Long may it continue.
I was a client of Saunderson House for many years as a KPMG partner and had great service throughout that time. Since I retired, Tom became the principal advisor to me and my wife and he continues to provide a very professional service, completely respecting our investment risk profile and communicating with us regularly on developments within our investment portfolio. Tom is immensely personable and has all the attributes of a trusted advisor.
I have been a client of Saunderson House for many years and I have always been delighted with the service and advice given. Tom has been my adviser for around 4 years. His client focus and timely response is excellent. He is right on top of my issues of pension performance, tax matters and family planning matters – Excellent advice and a pleasure to work with.
It has been one of the best financial decisions we have made. We have entrusted oversight of our investments and overall financial planning to an expert team. We have encouraged Tom to actively prompt us to implement his recommendations. This has meant our personal finances have had priority similar to our work commitments – which would never have been the case without his help.
Tom has been delightful to be advised by and he has helped my wife and I achieve the level of financial security we were aiming for well ahead of schedule.
‘Tom has been our primary contact at Saunderson House for several years now. Throughout he has shown himself to be a consummate professional, and someone in whom we have complete trust. Importantly for us he understands which aspects of our finances we want to be involved in, and which we want taken off our hands. On those occasions when we have wanted to quiz him on detail, he has always provided clear and quick responses. When – as they inevitably do – markets have dipped, Tom has offered sensible and reasoned reassurance, which with hindsight has been proved correct. He has understood and carefully managed the risks that we are prepared to take.‘