We currently provide financial advice to over 200 current and former EY partners across the UK, including members of the UK&I Leadership Team.
We have been working with the Big 4 accounting firms consistently for the past 25 years.
Did you know?
Saunderson House have agreed a very simplified method of updating the GMS for our clients. We worked closely with the Risk Management (RM) Team on the simplified approach and it is proving hugely popular with our clients.
In fact, we are the only adviser with a formal relationship and agreed Walled Garden/whitelist arrangement for investments and compliance purposes across the Big 4.
If you are a relatively new partner, EY will contribute £800 + VAT towards the cost of financial advice – if applicable, we can invoice that amount directly to EY and offset it against our charges.
Why choose Saunderson House?
Given a third of our c2,400 clients are current and retired partners of the Big 4, we understand the challenges that accompany your profession – such as intricate compliance obligations and a lack of time to manage your own financial arrangements.
We provide a completely independent, award-winning financial planning and investment management service to meet your personal objectives. Our independence means that we take a ‘whole of market’ approach, providing reassurance that any advice that we give has our clients’ needs and objectives as the focal point.
Your financial goals may involve achieving financial independence, passing on wealth in a tax efficient manner, investing for a financial event or simply achieving clarity and peace of mind. We can assist you with all aspects of your financial planning and investment needs, incorporating our network of independent partners who provide services such as Forex, banking, lending, legal, insurance and property services. Whether you are close to retirement or beginning your new role as a partner, our team of financial planners can support you in reaching your financial goals
Our specialist service offering
As mentioned above, we have pioneered a very simplified method of updating the GMS, which largely removes your compliance burden.
In addition to our strong relationship with the RM Team, our relationships with all key parts of the firm allow us to uniquely assist with the following elements:
- Your compliance requirements, including a simplified GMS update method;
- Managing the process of becoming a new partner;
- Knowledge of the EY Defined Benefit Pension Scheme and partnership annuity;
- Providing tax return information direct to your Partnership Tax contact;
- Internal life cover and death-in-service considerations; and
- Profit distributions.
This combination means that we can offer holistic financial planning based on your specific financial requirements.
Please get in touch with our specialist team today to discuss how our award-winning advice for accountants can help you to achieve your financial goals.