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Saunderson House jobs and careers

London, United Kingdom

About Saunderson House

Part of Rathbones Group Plc. Saunderson House is a leading firm of wealth managers. We provide award-winning financial planning and investment services to high net-worth individuals, particularly in the legal and accountancy sectors, as well as other private clients, charities and trustees. We offer a team-based approach, first-class advisory capability and an adherence to core values of being client-focused, outcome driven and responsible. We build strong, individual relationships with our (more than 2,100) clients. Excellence and transparency are central to what we do, and are reflected in our clear, hourly-rate charging structure. Saunderson House holds Corporate Chartered Financial Planners status, delivering high quality advice on £4.8bn of assets. We offer our clients advisory and discretionary investment services. Clients of our advisory service have the opportunity to be involved in ongoing decisions made around their portfolio, whereas our discretionary service allows clients to hand over the detailed management of their portfolio to our specialist advisers. Both are built upon the expert knowledge of our investment research team. Saunderson House recently won Best Wealth Management Adviser at the Money Marketing Awards 2017. We were also awarded Best Pension Planning Firm 2017 at the Wealth & Money Management Awards, and the silver award for Best Use of Technology for our digital client portal, joint with our provider.

Founded
1968
Employees
350
Headquarters
London

Leadership

The top of Saunderson House's org chart, with how many people report into each leader.

LBPhoto of Lee Bailey

Lee Bailey

Financial Planning Director

7 reports

DRPhoto of Duncan Ross

Duncan Ross

Chief Operating Officer

7 reports

MCPhoto of Matt Chick

Matt Chick

Associate Director

JMPhoto of Joshua Mccarthy

Joshua Mccarthy

Senior Portfolio Manager

NRPhoto of Nick Rich

Nick Rich

Senior Financial Planner

2 reports

AGPhoto of Annie Garrard

Annie Garrard

Financial Planning Support Team Manager

1 report

JPPhoto of James Payne

James Payne

Chartered Financial Planner

EWPhoto of Ed Wood

Ed Wood

Chartered Financial Planner

PJPhoto of Peter Jackson

Peter Jackson

Director

1 report

DY

Dilnoza Y.

Financial Controller

MSPhoto of Mandy Sohal

Mandy Sohal

Senior Leadership Team Co-ordinator

IMPhoto of Ian Mcnally

Ian Mcnally

Director

Jobs at Saunderson House

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