Call us on 020 7315 6500 Request A Call Back Client Login HOW WE CAN HELP WHO WE HELP INVESTMENT MANAGEMENT FINANCIAL PLANNING Investment Management Our award-winning in-house team of investment experts work to ensure your assets are invested in the right way to help you achieve your financial goals Your Saunderson House financial adviser will work closely with our investment specialists to construct a portfolio that is aligned with your financial plan. This ensures you receive fully integrated investment services which are specifically tailored to meet your needs, giving you peace of mind that your financial planning aims are consistent with your portfolio of investments and assets. What are investment services? Saunderson House can guide you As a client you can access our investment services on either an advisory or discretionary basis. Both are built on the research undertaken by our fully qualified investment research team, which is responsible for analysing the global economic environment, scrutinising asset valuations and selecting expert fund managers. Our investment team follow our highly successful investment philosophy, which has delivered strong returns for more than 10 years and forms the basis of our investment process. We accommodate bespoke mandates, as well as offering a range of 12 model portfolios to align with your individual risk profile, objectives and time horizon. We are fully independent and have no internal funds or products to sell, so you can rest assured that any decisions we make or recommend for your portfolio have your best interests at heart. To ensure our process is thorough and rigorous, the team’s asset allocation and fund recommendations are scrutinised by our Investment Committee – comprised of internal and external specialists. Advisory Investment Service If you would like to be involved in the investment decisions made for your portfolio, our advisory service may be ideal for you. Recommendations will be made to you based on analysis by the investment team, which your adviser will then interpret within the context of your individual circumstances, ensuring a tailored advice service. You can then choose whether to follow the investment recommendations you receive. Discretionary Management Service If you would prefer the day-to-day management of your portfolio to be handled by us, our discretionary management service may be well suited to you. This service means adjustments to asset allocation and the funds held in your portfolio will be handled by us, along with day-to-day portfolio administration. Through ongoing communication with your Saunderson House financial adviser, your portfolio manager will gain a detailed understanding of your investment requirements. Get in touch with a member of our expert team today and see how our investment services can help you. Key Contact Ian McNally Director Ian began his career in Financial Services in 1986 Read More 020 7315 6513 EMAIL LINKEDIN Find out more about our investment offering Related pages Our Investment Process Our Investment Philosophy As with any investment, your capital is at risk. The value of investments can fall, therefore you may get back less than invested. The Team Andrew Birt Investment Director Emma Bennie Head of DMS and Chair of the Investment Committee Ben Williams Head of Fund Research Daniel O’Sullivan Senior Portfolio Manager David Morcher, FCA FRM Investment Analyst Bogdan Pop Investment Analyst Quentin De Bottini Investment Analyst 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 Investment Proposition Brochure The health benefits of being active – how to identify outperforming funds DMS brochure Responsible Investing Brochure (PDF) I value the very good steady return achieved, the prudence shown and that they ‘stick to their guns’. In my professional capacity I have met a lot of investment managers and Saunderson House are the best in terms of communication in their reports, providing a clear concise summary on each sector of the market. I believe that Saunderson House is the best place to have my money. Former Partner, KPMG 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. 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