We help law professionals and partners throughout their career and life stages

As a law firm partner, we know that you lead a busy life – facing challenges of time pressures, balancing conflicting priorities and transitioning from being employed to self-employed. We are here to help give you financial peace of mind and provide you with more free time to focus on your work and personal life.

While you spend long days working with your clients, we can help you with your financial needs to help ensure that your wealth works harder for you – just as you do for your clients.

Why Saunderson House?

We work with c.650 current and retired law firm partners and senior professionals, particularly in magic and silver circle firms. Working with so many of these clients means we have a deep understanding of the intricacies of the legal profession and the financial considerations that go with it.

Your adviser will help you navigate the financial planning landscape with expert financial planning advice. Investing will usually form an important part of these plans and can affect how much money you will have in the future.  We can also help with cash flow forecasting, to help provide clarity on your financial future e.g. to understand when you can afford to retire.

If you have recently become a partner, are in the middle of your career or are approaching retirement, we can help balance your financial priorities and navigate the economic changes that may impact your finances. Our seamless combination of financial planning and investment management expertise provides you with a holistic service to help you meet your financial goals.

Our involvement in the legal sector is reflected through our continued support and sponsorship of:

Get in touch with our expert team today and we will discuss how our financial planning for lawyers can ensure you are prepared for the future and help 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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Considerations for Lawyers – transition to partner (01:48)

Promotion to partnership brings numerous financial changes and new considerations. Associate Director, Charlie Sage, summarises.

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Considerations for Lawyers – middle career stage (02:14)

Mid-career, financial priorities start to change. How should this be managed? Charlie Sage advises.

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Considerations for Lawyers – approaching retirement (01:47)

As lawyers start to approach retirement, it is crucial to establish whether they have enough to last the rest of their lifetime. Complex decisions around saving and passing on wealth need to be made. Charlie Sage explains how we can help.