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Working to enhance your charity’s financial management in a way that suits you

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

Our financial advisers have years of experience working in the industry, and that depth of knowledge enables them to provide advice and guidance that will greatly benefit our clients.

 Why should charities choose Saunderson House?

We take time to get to know you, your charity’s specific requirements and the financial elements comprising your strategic objectives. These could include:

  • Your charity 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 to charity financial management 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 charity 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.

Our team at Saunderson House can offer impartial, expert advice so get in touch with us today and start the conversation about how to how to manage your charity’s finances.

The Team

Tim Fuller
Tim Fuller
Associate Director
Chris Noble
Chris Noble
Associate Director
John Bawden
John Bawden
Chartered Financial Planner

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.