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

We know that you lead a busy life as a law firm partner. Time pressures and a need to balance conflicting priorities are just two of the key challenges you face: and that is before you start to consider the transition from employment to self-employment. We are here to help with our specialist financial planning services for lawyers.

Your personal Saunderson House adviser will provide you with the financial peace of mind that you are looking for. What this can mean for you is more free time to focus on your work – and your personal life. As you spend long days working with your clients, let us help to ensure that your wealth works hard for you – just as you do for your clients.

How can our financial advice for lawyers help you?

We currently advise around 650 current and retired law firm partners and senior professionals. By working with so many clients in the legal sector, we have a deep understanding of the intricacies of the profession. It also gives us an in-depth appreciation of the financial considerations that go with it.

Our financial advisers for lawyers help you navigate the planning landscape with their expert advice. Investment is usually an important part of the plans and can affect how much money you will have in the future. There are many other areas in which we have extensive experience to make sure your finances are working hard for you. Your adviser can help with:

  • Cash-flow forecasting to provide much-needed clarity on your financial future e.g., understanding when you can afford to retire.
  • Retirement planning that will guide you through some of the more complex rules and regulations that could affect your income after retirement.

No matter what financial advice you need as a lawyer, we will develop a bespoke financial planning strcture that will align fully with your goals – whether that is designed to lead up to your retirement or beyond.


The importance of planning your financial future

Financial planning is an essential consideration for lawyers. As a partner or senior partner, you will often have many constraints on your time. And this means you cannot spare the necessary time to prepare for your financial future. Your adviser’s role is to bring much-needed clarity and guidance across a range of areas to ensure you are in a position to achieve your ambitions.

Your finances are key to helping you attain your goals. From early retirement to creating a trust to look after your family, you have many options. It calls for a specialist financial adviser for lawyers who can guide you through the regulatory landscape. The outcome? An ability to deliver the most appropriate and efficient structure for your finances now and into the future.

That is what we are here for – and it is also why you should start planning as soon as possible.

We’re here for law firm partners and professionals

Have you recently become a partner? Are you in the middle of your legal career? Or perhaps you are now approaching retirement? No matter what stage of your career you are at, we are here to help balance your priorities. We can also help you navigate the economic changes that may have the potential to affect your finances.

Our financial advice for lawyers is a seamless combination of first-class planning and investment management expertise. And it provides you with a holistic service to help you meet your goals.

Why Saunderson House?

Your adviser will work in close partnership with you to achieve your financial ambitions. We take a holistic approach to financial planning for lawyers – drawing on our in-depth knowledge of your profession to create a bespoke framework that works for you.

The opinions of the law partners and senior professionals displayed below are testament to what you can expect from Saunderson House. Our advisers won’t make decisions or recommendations that do not fully align with your goals. It is your financial future – let us make it work for you.

Saunderson House is authorised and regulated by the .

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

Get in touch with our expert team today. We will discuss how financial planning for lawyers can work for you – and how our specialist advisers can ensure you are best prepared for the future.


What our clients say

Simon Maydon, Associate Director


“The service [Simon] provides is absolutely brilliant.  The only regret is that we didn’t become clients sooner.”


Key Contact

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

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