Call us on 020 7315 6500 or request a call back

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
020 7315 6513
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Stats

We feel in safe hands with Saunderson House, with whom we have had a long and trusted relationship. They are enjoyable people to work with, understand our situation and we receive proper advice, which is clear, comprehensive and very easy to understand for a non-expert, as is their reporting of investment returns which have been ahead of the sector average by some margin over the past nine years.

Partner - Reed Smith

Saunderson House have taken endless pains to understand my profile and build an investment strategy to fit it. I have the highest regard for their professionalism and would happily recommend them to any potential client, however exacting.

Partner - City law firm

Highly efficient and totally reliable. A first class service in every sense. I have been happy to recommend Saunderson House to friends and colleagues.

Former Partner - Berwin Leighton Paisner

My experience of dealing with Tony Overy and his team at Saunderson House is an extremely positive one. Tony is clear, upfront and communicative. He is business-like and professional yet also approachable and easy to deal with. Tony is focused on doing the best job possible for his clients and it shows in the way that he endlessly seeks to find ways to add value. He is first rate at developing the talent in his organisation and motivates his staff by setting a good example by leading from the front. I would add that Tony is a real gentleman to deal with and very calm at all times.

Partner - UK Law Firm

End of Tax Year 2018/2019
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The start of a new year is often a time for reflection, and planning ahead for the year to come. This can be a good time to bring personal finances to the top of the pile, making sure your financial goals are well planned for. With the End of Tax Year approaching, we have prepared an in-depth checklist to help you take advantage of the tax-efficiencies available.

Read more.

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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.