Call us on 020 7315 6500 Request A Call Back Client Login HOW WE CAN HELP WHO WE HELP INVESTMENT MANAGEMENT FINANCIAL PLANNING Achieve Financial Independence Do you know when you could become financially independent? Many people spend their day-to-day lives in extremely busy working roles, with a focus on the ‘here and now’. It is important to take a step back on occasions to consider your end goal – the purpose of your earnings and savings and the way in which they could be managed in order to fulfil this goal, sooner. Your Saunderson House adviser can help you to answer questions including: What is financial independence? What will it mean for me? What happens on the journey? How long will it take? How much should I save? Can I change or expand my financial goals? What risks should I take? Do career milestones affect my goals? We help individuals understand when they could reach financial independence by examining how much they want to spend now and later, for example in retirement. There may be complexities which need to be planned for, like funding long-term care or helping children pay for their first property, or inflationary changes which could impact the value of your wealth. Our expert advisers will work with you to produce a detailed cash-flow plan, based upon your immediate and longer-term expenditure and saving goals. They consider different scenarios to help clarify future uncertainty, applying the detailed research of our in-house investment team and Chartered Financial Planners to review several scenarios in order to produce a suitable portfolio based upon your financial and life objectives. Key Contact Ian McNally Director Ian began his career in Financial Services in 1986 Read More 020 7315 6513 EMAIL LINKEDIN Find out about what we do Related pages Cash flow Planning Pension Planning Non-pension Investing CASE STUDY Could you retire a lot sooner than you think? In our real-life case study, we describe how we helped clients realise they could become financially independent immediately. 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 RELATED CONTENT Our services for private clients Case study: Immediate retirement following Cash Flow Planning I have been with Saunderson house for 9 years and have been delighted with their service. They are extremely user friendly and their reports are interesting and intelligible. They think about my portfolio and don’t just wait for me to ask about things, they are pro-active. I get continuity of client service which is important, and I never feel they are trying to sell. Their advice is always objective. Partner - PwC 1 2 3 4 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. Twitter Feed Tweets by @saundersonhouse Contact Us Terms & Conditions Privacy Policy Pillar 3 Disclosures Conflicts of Interest Cookie Consent Sitemap BACK TO THE TOP © 2019 Saunderson House Limited. Saunderson House Limited is a registered company in England & Wales (company number 940473) and is authorised and regulated by the Financial Conduct Authority. VAT Registration No. 514 0358 80. Registered office: 1 Long Lane, London, EC1A 9HF. Part of Rathbone Brothers Plc. Cookie Control Icon