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We have been working with the Big 4 accountancy firms consistently for the last 25 years

In today’s world, having a clear financial plan is essential. Our award-winning financial planning provides leading financial advice for accountants and we take pride in helping our clients achieve their financial goals.

Around a third 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. Whether you’ve got your sights set on retiring soon or are still pursuing your career, our team of financial planners can support you in reaching your financial goals.

Why choose Saunderson House?

We understand the challenges that accompany your profession – such as intricate compliance obligations and a lack of time to manage your own financial arrangements. We help minimise these concerns; working with you to achieve your financial goals based on your objectives and investment risk appetite.

Your financial goals may involve achieving financial independence, passing on your wealth in a tax efficient manner, investing for a financial event or simply achieving clarity and peace of mind. Whatever your needs, our investment and financial planning services for accountants can help you.

We provide a specialist service to all of our audit firm partners and have dedicated teams that work with partners of each Big 4 accountancy firm. This has allowed us to develop a service which aims to successfully fulfil the needs of our partner clients, and ensure that their compliance requirements are handled seamlessly.

Our work with so many accountancy partners means we are familiar with:

  • Firm-specific compliance requirements, including a pre-approved list of authorised investments for partners of each firm
  • Benchmark pay levels
  • Regularity of profit distributions
  • Firm-specific retirement related pay packages and rules
  • Historical defined-benefit pension arrangements and scheme rules

This combination means we can offer holistic financial planning for accountants based on your specific financial requirements.

Get in touch with our team today to discuss how our award-winning advice for accountants can help you achieve your financial goals.




Key Contact

Ian McNally
Director
Ian began his career in Financial Services in 1986 Read More

Did you know?

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New Partner Advice – Retired Partner, Big 4 Accountancy Firm (1:56)

Service is as important to us as it is to our clients. We are happy to say that our clients rate our services very highly. This is evidenced by our extremely high client retention rate. But don’t just take our word for it, please take the time to watch this short testimonial from one of our clients.

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Compliance considerations for Accountants (02:11)

Accountants have many specific and often complex compliance requirements which need to be adhered to. Mark Everitt, Associate Director, discusses the key considerations.

Contact us

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.

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