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020 3696 4080 info@idf.co.uk

Saunderson House

Saunderson House is part of the Rathbones Group and a leading firm of wealth managers providing award-winning advice to busy professionals with high incomes and/or significant investable assets.

We have a single-minded focus on helping our clients to preserve, grow and pass on their wealth. This is coupled with the highest standards of client care and a commitment to shouldering the administrative burden.

Our corporate Chartered Financial Planners status demonstrates commitment to the highest standards of knowledge, capability and ethical practice. We make it a priority for all our advisers to gain individual chartered status.

We take pride in providing a joined up financial planning and investment service. We consider the financial situation of our clients as a whole, advising on investments and associated tax, cashflow planning and modelling, pension planning and inheritance tax and estate planning. This approach ensures our clients benefit from integrated strategic planning of their financial affairs.  Our in-house investment and technical research teams monitors markets, legislative and product development, and help ensure our advice is current, complete and robust.

As well as delivering strong returns, the Rathbones investment philosophy also results in diversified and transparent portfolios, with a high degree of liquidity.

Contact Information
If you would like further information about our services, or to arrange a confidential meeting to discuss your own asset or wealth requirements, please contact Tom Walklate, Associate Director.

Telephone number: 020 7315 6655
Website: www.saundersonhouse.co.uk
Email: tom.walklate@saundersonhouse.co.uk