Call us on 020 7315 6500 Request A Call Back Client Login HOW WE CAN HELP WHO WE HELP INVESTMENT MANAGEMENT FINANCIAL PLANNING About Us Founded in 1968, Saunderson House is an independent wealth management firm, providing a comprehensive financial planning and investment management service to high-net worth individuals, charities and trusts. After 18 years of ownership by IFG Group PLC, Saunderson House were sold to Epiris in 2019 and have now found a new long term owner in Rathbones following the agreed acquisition in 2021. We are entirely independent and have no products, services or funds of our own to sell. Decisions and recommendations we make for our clients are constructed purely with their financial interests and goals at heart. We provide strong client-adviser relationships, with an emphasis on personal service. People Our Corporate Chartered Financial Planners status demonstrates our commitment towards achieving a high standard of knowledge, capability and ethical practice and we make it our priority for all our advisers to gain individual Chartered status. Our ten-strong Investment Research team are all CFA members or charterholders, members of the Chartered Institute for Securities & Investment (CISI), or are studying towards their CFA Program and CISI Diploma exams. We value the diversity of our employees and are committed to creating an inclusive culture where people can be their authentic selves and feel they belong at Saunderson House. To read more about Diversity, Inclusion, and Belonging at Saunderson House please click here. Privacy Policy You can view our Privacy Policy here. Client Agreements You can view our Advisory Client Agreement here. You can view our Discretionary Management Service Client Agreement here. You can view our Investment Types document here. ESG at Saunderson House To find out more about how we are managing our Environmental, Social and Governance (ESG) risks, please click here. Covid-19 To find out more about how we have responded to Covid-19, please click here. Conflicts of Interest Summary Read our conflicts of interest summary. Order Execution Policy Read our Order Execution Policy We are responsible We are a business centred on people – a characteristic which is reflected in our Corporate Social Responsibility strategy. Our fundraising and volunteering initiatives are primarily devoted to helping our charity partner raise the vital funds it needs. CAREERS Invest in a firm that invests in you – join the Saunderson House team We are always looking for high quality, committed financial planning and investment professionals, graduates or administrative staff. Careers with Saunderson House > “It’s fantastic that Saunderson House have chosen Parkinson’s UK as their charity partner for 2019 and 2020. We’re really looking forward to working with the organisation, and the money they raise will help to fund our free and confidential helpline which supports people with Parkinson’s. We couldn’t do our work without the support from our corporate partners like Saunderson House, and we’re very grateful.” Tom Ingram, Corporate Partnerships Manager at Parkinson’s UK 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. VIEW MORE Insights Challenge Accepted – Our Approach to Selecting Active Funds Chris Coomber Financial Planning Expertise for Barristers VIEW MORE Contact us If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us. GET IN TOUCH Sign Up If you want to receive regular updates on investment and financial planning topics, sign up here SUBSCRIBE Capital At Risk The value of investments and income from them may go down as well as up and you may not get back the amount invested. Tax legislation and the levels of relief from taxation can change at any time. The information contained within this website is for general guidance only and does not constitute and should not be construed as, investment advice or a recommendation to buy, sell, or otherwise transact in any investments including any products or services or an invitation, offer or solicitation to engage in investment activity. We record all telephone calls and retain copies of electronic communications for legally permitted purposes, including to ensure we meet our service standards and our regulatory obligations. More information on our recording of calls can be found here. 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