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How we can help

How we can help

Achieve Financial Independence
When can I become financially independent?

Provide for Your Family’s Future
How can I provide financial security for my family?

Protect Against the Unexpected
How do I plan for the unexpected?

Plan for Long-Term Care
How will long-term care impact my finances?

Retirement Financial Advice
When can I afford to retire?
Who we help

Who we help
We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.

Accountants
Helping accountants to maximise their wealth and maintain their compliance

Barristers
Supporting Juniors, QCs and Judges with their financial matters

Lawyers
Helping partners and professionals of the leading law firms

Charities & Trusts
Helping charities and trusts meet their unique financial requirements

Private Equity & Venture Capital
Understanding the unique income profiles of private equity and venture capital professionals

Private Medical Professionals
Managing the wealth of independent medical professionals

Non-Executive Directors
Helping NEDs to navigate their specific financial challenges

Business Owners and Fintech Executives
Working with you to achieve your financial goals
Investment Services

Investment Services
Our experts work to invest your assets in the right way to help you achieve your financial goals.

Investment Services
Our experts work to invest your assets in the right way to help you achieve your financial goals.

Non-pension Investing
What alternative investments are there to pensions for higher earners?

Responsible Investing at Saunderson House
An introduction to Saunderson House's Responsible Investing approach.
Financial Planning

Financial Planning

Cash Flow Planning
Detailed cash flow planning can help to clarify your future financial situation and how to achieve your financial goals.

Pension Planning
With pension legislation constantly changing it is important to establish a robust pension strategy.

Estate Planning
Developing an appropriate estate planning strategy is an essential part of long-term financial planning.
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Capital At Risk

The value of investments and income from them may go down as well as up and you may not get back the amount invested. Tax legislation and the levels of relief from taxation can change at any time.

The information contained within this website is for general guidance only and does not constitute and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investments including any products or services or an invitation, offer or solicitation to engage in investment activity.

We record all telephone calls and retain copies of electronic communications for legally permitted purposes, including to ensure we meet our service standards and our regulatory obligations. More information on our recording of calls can be found here.

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© 2019 Saunderson House Limited.

Saunderson House Limited is a registered company in England & Wales (company number 940473) and is authorised and regulated by the Financial Conduct Authority. VAT Registration No. 514 0358 80.
Registered office: 1 Long Lane, London, EC1A 9HF. Part of Rathbone Brothers Plc.

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