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.
Lee Bailey
Financial Planning Director
7 reports
Duncan Ross
Chief Operating Officer
7 reports
Matt Chick
Associate Director
Joshua Mccarthy
Senior Portfolio Manager
Nick Rich
Senior Financial Planner
2 reports
Annie Garrard
Financial Planning Support Team Manager
1 report
James Payne
Chartered Financial Planner
Ed Wood
Chartered Financial Planner
Peter Jackson
Director
1 report
Dilnoza Y.
Financial Controller
Mandy Sohal
Senior Leadership Team Co-ordinator
Ian Mcnally
Director
Jobs at Saunderson House
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