Part of Rathbones Group Plc. Saunderson House is a leading firm of 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. We 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 (more than 2,100) clients. Excellence 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 £4.8bn of assets. We 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. Saunderson 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.
View Top Employees from Saunderson HouseWebsite | http://www.saundersonhouse.co.uk |
Revenue | $25 million |
Employees | 192 (192 on RocketReach) |
Founded | 1968 |
Phone | +44 20 7315 6500 |
Fax | +44 20 7315 6550 |
Technologies |
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Industry | Financial Services, Finance General, Pensions, Finance, Investment Management, Estate Planning, Cash Flow Planning, Financial Planning, Independent Financial Advice, Wealth Management |
Web Rank | 3 Million |
Keywords | Financial Planning, Wealth Management Products, Investment Management Services, Discretionary Investment Management |
Competitors | Allegheny Financial Group, Brooks Macdonald, Cassaday & Company, Inc., Shaw and Partners, Truestone Impact Investment Management Limited |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Saunderson House employee's phone or email?
The Saunderson House annual revenue was $25 million in 2024.
Tony Overy is the Managing Director of Saunderson House.
192 people are employed at Saunderson House.
The NAICS codes for Saunderson House are [523, 52399, 5239, 52].
The SIC codes for Saunderson House are [628, 62].