Saunderson House Revenue and Competitors

Saunderson House is a leading firm of independent wealth managers. We provide award-winning financial planning and investment services to high net-worth individuals, particularly in the legal and accountancy sectors, as well as other private clients, charities and trustees.\n\nWe offer a team-based approach, first-class advisory capability and an adherence to core values of being client-focused, outcome driven and responsible. We build strong, individual relationships with our clients. \n\nExcellence and transparency are central to what we do, and are reflected in our clear, hourly-rate charging structure. Saunderson House holds Corporate Chartered Financial Planners status, delivering high quality advice on £5.1bn of assets. The firm has maintained its independent status since establishment in 1968, without being tied to any products, funds or services.\n\nWe offer our clients advisory and discretionary investment services. Clients of our advisory service have the opportunity to be involved in ongoing decisions made around their portfolio, whereas our discretionary service allows clients to hand over the detailed management of their portfolio to our specialist advisers. Both are built upon the expert knowledge of our investment research team.\n\nSaunderson House recently won Best Wealth Management Adviser at the Money Marketing Awards 2017. We were also awarded Best Pension Planning Firm 2017 at the Wealth & Money Management Awards, and the silver award for Best Use of Technology for our digital client portal, joint with our provider.