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Senior independent medical professionals trust us to help them achieve their financial objectives

As a private medical professional, we understand that your life can be subject to extreme time pressures. Whether you are a consultant, dentist, GP, surgeon or other private healthcare professional, your work can often be demanding and the need to balance your priorities is paramount.

You could be running a private practice alongside your NHS commitments or operating solely in the private sector. Either way, we can help by providing you with financial advice and planning – applying our considerable expertise to manage your finances and investments.

We understand that you may have a complex remuneration package and a mix of pension arrangements from private, NHS and possibly academic work. We provide high quality financial planning and investment management services to help make sure your wealth is working hard for you.

How Saunderson House can help

We can help you achieve financial independence and help provide peace of mind over your financial matters. Our aim is to allow you to focus on looking after your patients and have complete freedom to enjoy your time out of clinic, while knowing your financial future and aspirations are in safe hands.

Our team of experts will work with you to help navigate pension complexities, use appropriate tax allowances and construct a portfolio suitable for your specific financial objectives, time horizon and attitude to risk.

We can tailor our service to suit you, delivering either an advisory service – where clients have the opportunity to be involved in ongoing decisions made around their portfolio – or a discretionary service where the management of day-to-day investment decisions is delegated.

Are you planning for the distant future or approaching retirement, putting a plan in place to cover your children’s education costs or considering when you may be able to step away from medicine and pursue other passions without changing your current lifestyle?

If so, we have the expertise to help.

Get in touch with our award-winning and dedicated team today and we will discuss how we can ensure you are prepared for the future and help achieve your financial goals.

Key Contact

Tom Walklate
Chartered Financial Planner
Following an undergraduate degree in Human Geography at Southampton Read More
2018 Research Report: Financial Wellbeing

Our latest research explores what High Net Worth individuals understand financial wellbeing to be and identifies the key factors that can create a sense of wellbeing. We found that while money remains important, pounds and pence are no longer the only yardstick for success, and emotional factors are considered among the most important drivers.

The full report, Financial Wellbeing: more than just pounds and pence is available to download now.

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.