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 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.
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.
Services
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. Saunderson House was acquired by Epiris in 2019. We are entirely independent and have no products, services or funds of our own to sell.
Your financial goals may involve achieving financial independence; passing on your wealth in a tax-efficient manner; investing for a financial event; or simply achieving clarity and peace of mind. If you are thinking about your long-term objectives, our financial advisers can provide you with seamless financial planning and investment expertise to help you achieve these goals.
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.
Putting aside enough to pass on your wealth and cover the costs of your family's future are often two of the most important elements of financial planning. Whether you are looking for advice on how to plan for your children's education costs, preparing for a relative's long-term care or ultimately preserving your wealth for your family, we can help you.
We pride ourselves on building relationships with you to help you plan for the eventuality of finding yourself in unexpected financial need. Our clients benefit from the services of a trusted adviser. Someone who will take time and care with their investments and who will help protect and preserve their wealth for the future of their family - should the unexpected occur.
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James Smith
Nov 17, 2018
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