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Working with your charity in a way that suits you

Your charity is unique. We will treat the management of your finances in a way which reflects this. You likely have important financial considerations and an obligation to fulfil commitments to donors, beneficiaries, regulators and volunteers.

We take time to get to know you and the financial elements comprising your strategic objectives. These could include:

  • Your investment mandate/existing policy
  • Expenditure patterns
  • Potential timeframes or restrictions
  • Risk and investment loss capacity
  • Future capital projects

Built around trust and transparency, our approach is honest, friendly and professional. Your Saunderson House adviser will work to form effective relationships with your trustees and construct the most suitable portfolio to support your long-term plan – shaping our service delivery to fit your needs.

Our dedicated charities team is committed to the development of our needs-led proposition for charity clients. Their expertise and first-hand experience in charity boards and grant-making organisations helps to continually enhance our offering. A commitment to the third sector is demonstrated across the business, manifested through our corporate social responsibility programme and charity fundraising and volunteering initiatives.

Key Contact

Tony Wellby
Director
Tony has been working in financial services since 1992 Read More

The Team

Tony Wellby
Tony Wellby
Director
Tim Fuller
Tim Fuller
Associate Director
Chris Noble
Chris Noble
Associate Director
John Bawden
John Bawden
Chartered Financial Planner
Geoffrey Challinor
Geoffrey Challinor
Investment Analyst
Laura Hobbs
Laura Hobbs
Investment Analyst

Wealth Management Adviser of the Year

Saunderson House has been voted Best Wealth Management Adviser 2017 at the Money Marketing Awards. The judging panel praised our motivation, knowledge and professionalism. 2017 sees Saunderson House as Money Marketing Award winners and finalists for the fourth consecutive year.

 

SEE ALL AWARDS