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Financial Planners, Investment Services

Saunderson House Limited

Saunderson House Limited is a financial services company based in London, England. They specialize in providing investment services and financial planning to their clients. With a team of experienced financial planners, Saunderson House Limited is committed to helping their clients achieve their financial goals.

Introduction to Saunderson House Limited

Saunderson House Limited is a financial services company based in London, England. Founded in 1968, the company has a long history of providing expert financial planning and investment services to its clients. What makes Saunderson House unique is its commitment to providing personalized, bespoke advice to each and every one of its clients, rather than offering a one-size-fits-all approach.

Services & products

Saunderson House Limited offers a range of financial planning and investment services to its clients. These include retirement planning, tax planning, investment management, and estate planning. The company prides itself on its ability to provide bespoke advice tailored to each client's specific needs and circumstances.

Location

Saunderson House Limited is located in the Barbican area of London, a bustling business and cultural hub in the heart of the city. The area is home to a diverse range of businesses, from financial services firms to media companies, and offers a wide variety of dining, shopping, and entertainment options. The company is conveniently located near three public transportation options: Barbican Underground Station (0.2 miles), Moorgate Underground Station (0.4 miles), and Farringdon Railway Station (0.5 miles).

Benefits

Customers should choose Saunderson House Limited over other financial services firms because of the company's commitment to providing personalized, bespoke advice. The company's team of expert financial planners has a wealth of experience and expertise, and is dedicated to helping clients achieve their financial goals. Saunderson House also prides itself on its transparency and honesty, and always puts the best interests of its clients first.

Good to know

Potential customers should be aware that Saunderson House Limited is a fee-based financial services firm, meaning that clients pay for the company's services directly rather than through commission-based fees. This ensures that the company's advice is always impartial and unbiased.

Reviews

Customers rave about Saunderson House Limited's expert financial planning and investment services. Many clients praise the company's personalized approach, saying that their financial planner took the time to understand their individual needs and goals. Reviewers also note that the company is transparent and honest in its dealings, and always puts the best interests of its clients first.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services including investment management, retirement planning, tax planning, estate planning, and financial protection.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning and work closely with our clients to understand their unique circumstances, goals, and risk tolerance. We then tailor our services and recommendations to meet their specific needs.

What are your fees and how are they structured?

Our fees are based on a percentage of assets under management and are structured to be transparent and fair. We provide a detailed fee schedule to our clients and do not charge any hidden fees or commissions.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold professional designations such as Chartered Financial Planner, Certified Financial Planner, and Chartered Wealth Manager. They also have many years of experience in the financial services industry.

What types of investment products do you offer?

We offer a wide range of investment products including individual stocks and bonds, mutual funds, exchange-traded funds (ETFs), alternative investments, and more. Our investment recommendations are tailored to each client's individual goals and risk tolerance.

Reviews

  • Edward Francis Soper

    27-07-2022
  • Jean Sivell

    27-05-2020
  • James Smith

    Outrageously overpriced!!! No strategic financial advice given, only concerned with churning through Investments to justify their hourly billings! AVOID AVOID AVOID!!!

    27-05-2019