Wealth & Finance International - Wealth & Money Management Awards 2016

Wealth & Money Management Awards 2016 52 Best HNWI Financial Planning Firm - UK Saunderson House is a leading firm of independent wealth managers based in the City of London. We invited Beverly Landais to talk us through the firm and its service offering. Company: Saunderson House Email: [email protected] Web Address: https://www.saundersonhouse.co.uk/ Telephone: 020 7315 6500 Saunderson House provide award-winning financial planning and invest- ment services to busy professionals. Beverly provides an overview of the firm’s clients and the services it provides to them. “Our clients comprise high net worth individuals, trusts and other insti- tutions. We provide clients with a complete wealth management service, helping them achieve their financial goals. Our primary focus is to help our clients preserve, grow and pass on their wealth. “Specifically with regards to wealth management, we offer our clients advisory and discretionary investment services. Our advisory service offers clients 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 investment specialists. Both are built upon the expert knowledge of our investment research team. “Our team of excellent Corporate Financial Planners ensure our firm de- livers the highest possible quality of service. We take time to get to know each new client and their individual financial needs. Clients receive a tailor made portfolio after discussing their investment goals and risk pos- sibilities with our skilled advisers. Fundamentally we are a client-centric firm. Not tied to any specific funds, products or providers, we prioritise delivering value to our clients.” The wealth management sector remains fiercely competitive, and the Brexit leave vote has presented challenges to many UK businesses. Beverly comments on the firm’s client-centric focus during this time of economic uncertainty. “Whilst advancing consequences of Brexit remain largely unknown, we continue to prioritise supporting our clients, helping them navigate personal finances in uncertain times. We ensure our clients remain informed on issues affecting their investments - making relevant recommendations and anticipating and reacting to market changes.” As a concluding comment Beverly outlines of the firm’s financial perfor- mance for the past twelve months, adding her thoughts on how the firm came to achieve its enviable success. “Saunderson House continues to serve its clients and deliver outstand- ing investment performance, growing clients, assets, revenues and profits. 2015 saw the launch of our new discretionary management offer- ing, broadening our capability and expanding our client offering across the wealth spectrum. Our success, we believe, is attributed to our award winning value-based investment proposition, long-standing relationships and delivery of a superior client service experience.” WM16010