Saunderson House provides a comprehensive financial planning and investment management service to high net-worth individuals, charities and trusts.

Our award-winning investment process is based on macroeconomic research, and active asset allocation and fund selection. We offer first-class advisory capability, strong personal relationships and an emphasis on transparency of process and pricing.

Saunderson House is authorised and regulated by the Financial Conduct Authority.

Find out more about us and how to become a client.

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What We Do

Saunderson House Online

Saunderson House Online allows you to view your financial information in one place, at a convenient time for you.  The portal collates information to display your investments, asset allocations and net worth, as well as non-Saunderson House advised assets. It combines data from various providers to present a cohesive view of your finances.

Who We Help

Financial Advice For Accountants

Many of our clients are current and retired partners as well as directors, chairs and senior executives of the Big 4 and other top tier accountancy firms. We use our intricate knowledge to help them to manage their challenges and reach their financial goals.

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Ian McNally
Ian McNally
Director
T: 020 7315 6513

Financial Advice For Barristers

We serve Juniors, QCs and Judges. Our expert team will work to help ensure financial peace of mind, leaving clients free to focus on their extensive work demands.

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Simon Maydon
Simon Maydon
Associate Director
T: 0207 315 6546

Financial Advice For Charities

Our dedicated charities team is committed to the development of our needs-led proposition for charity clients. Built around trust and transparency, our approach is honest, friendly and professional.

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Financial Advice For Medical Professionals

Senior independent medical professionals trust us to help achieve their financial objectives, leaving them free to focus on their patients and enjoy their free time.

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Tom Walklate
Tom Walklate
Associate Director
T: 020 7315 6655

Financial Advice For Lawyers

Working with many law firm clients means we have a deep understanding of the intricacies of the legal profession and the financial considerations that go with it. Our seamless combination of financial planning and investment management expertise will provide you with a holistic service to help meet your financial goals.

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Ian McNally
Ian McNally
Director
T: 020 7315 6513

Advice for Private Equity Professionals

Working in partnership with private equity and venture capital professionals to help them achieve their financial goals. We provide a holistic financial view, a human approach to managing risk and effective performance reporting.

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Lawrence Mason
Lawrence Mason
Director
T: 020 7315 6644

Financial Advice For Business Owners & Executives

We can help bear the burden by navigating your financial planning uncertainties and help ensure that you benefit from any planning opportunities that your circumstances as a business owner or executive affords.

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Ian McNally
Ian McNally
Director
T: 020 7315 6513
COVID-19
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Coronavirus and Investing – FAQ’s

In our latest Investment Bulletin, we cover some of the questions that we have been asked by clients or have discussed amongst ourselves. We hope that they will provide readers with some comfort, as well as insights into our thinking.

Latest News

Guide To Capital Gains Tax For High Earners
Budget 2023: Goodbye lifetime allowance
Kirsten Pettigrew
Financial Wellbeing and Women: Seeing the big picture

Keep up-to-date with all our latest news.

Our Awards

We take pride in our reputation for excellence and invest in our people and resources to continuously support this. The depth of our expertise and our dedicated focus on client service are recognised through various award wins and commendations.

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