Cash Flow Planning and Financial Independence
The meetings and the information gathering that my wife and I had with the team from Saunderson House enabled us to think clearly about our financial position today, and in the future. They presented interesting and refreshing (and thought-provoking) ideas about managing our wealth and pension and long-term tax planning. We may not live to be over 100, but Saunderson House helped us to really understand what the impact on our finances would be if we did.
Founded in 1968, Saunderson House are a leading firm of independent wealth managers based in the City of London providing award-winning financial planning and investment services to busy professionals and other high net worth individuals. We currently advise over 2,000 clients. We have a single-minded focus on helping our clients grow, preserve and pass on their wealth. This is coupled with the highest standards of client care and a commitment to shouldering the administrative burden.
We attract, train and retain advisers of the utmost levels of competence. Our corporate Chartered Financial Planners status demonstrates that we consistently achieve best practice levels of knowledge, capability and ethical practice, and we make it a priority for all our advisers to gain individual chartered status.
Passionate about our independence, we provide hourly rate advice and have no products of our own to sell.
We take pride in our reputation for excellence and invest in our people and resources to continuously support this. The depth and breadth of expertise offered and our focus on client service is further recognised by being nominated for, and winning numerous awards, including:
• Best Wealth Management Adviser at the Money Marketing Awards 2017
• Winner of Best Pension Planning Firm at the Wealth & Money Management Awards 2017
• Awarded the Gold Standard Award in 2016, 2015 and 2014 for Independent Financial Advice
• Winner of Excellence in Inheritance Tax and Estate Planning UK at the Corporate LiveWire’s 2016 Finance Awards