London, United Kingdom
Saunderson House is a leading wealth management firm and a part of Rathbones Group Plc. Catering to high net-worth individuals, particularly in the legal and accountancy sectors, as well as other private clients, charities, and trustees, the company offers award-winning financial planning and investment services. Its client-centric approach, emphasis on excellence and transparency, and a team-based advisory capability have helped it build strong, individual relationships with over 2,100 clients. Saunderson House, with £4.8bn of assets under its management, holds the Corporate Chartered Financial Planners status, reflecting its commitment to delivering high-quality financial advice.
The company provides a range of services including advisory and discretionary investment services. The advisory service allows clients to be involved in portfolio decisions, while the discretionary service entails detailed portfolio management by specialist advisers. Both services leverage the expertise of Saunderson House's investment research team.
In recognition of its excellence, Saunderson House has been honored with various awards including the Best Wealth Management Adviser at the Money Marketing Awards 2017 and the Best Pension Planning Firm 2017 at the Wealth & Money Management Awards. Additionally, it received the silver award for Best Use of Technology for its digital client portal at the latter event.
Founded in 1968 and headquartered in the United Kingdom, Saunderson House's commitment to client-focused, outcome-driven, and responsible financial management positions it as a key player in the financial services and wealth management industries.
