Cash Flow Planning and Financial Independence

By considering a client’s financial situation as a whole, long term cash flow planning can help inform tax planning, pension planning and inheritance tax and estate planning.

Saunderson House clients are people with important and often complex decisions to make about their investments and financial plans. They are busy with little time to spare, and often have high income and/or significant investable assets. They will develop an intimate understanding of their clients’ individual circumstances, aspirations and goals, and will provide a complete financial planning service, ensuring clients benefit from integrated strategic planning of their financial matters.

Investment Services

Saunderson House’s award-winning investment proposition is based on macroeconomic research and active allocation. Known for a disciplined, research-driven and, above all, valuation-focused investment management process, they keep things simple by focusing their analytical resources on the four key asset classes; equities, fixed income, property and cash. In addition to having a track record of delivering strong returns, their investment philosophy also results in diversified and transparent portfolios, with a high degree of liquidity.

As a result, clients receive advice from highly qualified professionals offering solutions from leading investment and product providers across the whole of the market.

The Circle Square offer

Saunderson House will hold an initial meeting with members free of charge to discuss their financial position and objectives and to explain the cash flow planning service in further detail.  As an independent firm of Chartered Financial Planners operating on an hourly rate basis, this meeting provides members a very valuable independent view of their financial situation from the highest quality advisers.

For those who want to follow up with a long term cash flow forecast and a further more detailed meeting to discuss the forecast and commentary, Saunderson House will charge a significantly reduced fixed fee to members of Circle Square.

Please contact Teresa, our membership co-ordinator, for an introduction:

What our members say

The meetings and the information gathering that my wife and I had with the team from Saunderson House enabled us to think clearly about our financial position today, and in the future. They presented interesting and refreshing (and thought-provoking) ideas about managing our wealth and pension and long-term tax planning. We may not live to be over 100, but Saunderson House helped us to really understand what the impact on our finances would be if we did.
Circle Square member

About Saunderson House

Founded in 1968, Saunderson House are a leading firm of independent wealth managers based in the City of London providing award-winning financial planning and investment services to busy professionals and other high net worth individuals. We currently advise over 2,000 clients. We have a single-minded focus on helping our clients grow, preserve and pass on their wealth. This is coupled with the highest standards of client care and a commitment to shouldering the administrative burden.

We attract, train and retain advisers of the utmost levels of competence. Our corporate Chartered Financial Planners status demonstrates that we consistently achieve best practice levels of knowledge, capability and ethical practice, and we make it a priority for all our advisers to gain individual chartered status.

Passionate about our independence, we provide hourly rate advice and have no products of our own to sell.

We take pride in our reputation for excellence and invest in our people and resources to continuously support this. The depth and breadth of expertise offered and our focus on client service is further recognised by being nominated for, and winning numerous awards, including:

  • Best Wealth Management Adviser at the Money Marketing Awards 2017
  • Winner of Best Pension Planning Firm at the Wealth & Money Management Awards 2017
  • Awarded the Gold Standard Award in 2016, 2015 and 2014 for Independent Financial Advice
  • Winner of Excellence in Inheritance Tax and Estate Planning UK at the Corporate LiveWire’s 2016 Finance Awards

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