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Preparing for retirement
Last Updated: May 12, 2026
Is your financial plan working as hard as you are? Our financial planners can review your current savings and investments, model your likely expenditure and create a robust plan to help you live well in retirement.
Saving for retirement
Last Updated: May 12, 2026
The earlier you start planning, the more flexibility you’ll have in retirement.Our financial planners can help you define your goals and build a personalised plan that adapts as your life changes to help turn your dream retirement into reality.
How to plan for the retirement you want – a practical guide to retiring with confidence
Last Updated: May 12, 2026
Retirement planning has changed. Our guide helps you think about how much you'll need in retirement, and the practical steps you might need to take to get there.
How much money do I need for retirement?
Last Updated: May 12, 2026
A clear guide to the costs that shape retirement – and simple ways to sense check what you might need.
Prem Dattani
Last Updated: May 12, 2026
Prem joined the Saunderson House after completing his undergraduate degree in Accounting and Finance at the University of Warwick in 2009, and his postgraduate degree in Investment Management at Bayes Business School in 2010. As well as assisting clients, he has previously held several other roles, including running projects, supervising advisers, and being a member of our Technical Team. His sole focus now is on advising clients and he was awarded Chartered status in 2015.
Financial planning
Last Updated: May 12, 2026
Our financial planning experts provide tailored strategies to help you achieve your financial aspirations. Get started today.
How to know when you’re ready to retire
Last Updated: May 12, 2026
In retirement, as in comedy, timing is everything. Choosing the right time to retire is a major life decision and can make all the difference to how much you enjoy it.
Tax planning: Making each pound work harder
Last Updated: May 12, 2026
The UK tax system continues to evolve, and many people are feeling the impact. In our recent webinar, Myron Jobson spoke with Olly Cheng about the key changes shaping personal finances today, and how early, thoughtful planning can help you stay in control.
Graham Wells
Last Updated: May 12, 2026
Graham is an investment director with Rathbones and has worked in the industry for over 25 years. He is a member of the Chartered Securities Institute.Graham's qualifications combine both business studies and investment management, giving him a unique insight into investment opportunities. He concentrates exclusively on private client portfolios and has many longstanding happy clients, a number of whom are second generation. He is always keen to talk to potential new clients.
Tom Freedman
Last Updated: May 12, 2026
Tom manages investment portfolios and provides wealth management services on behalf of private individuals, IFAs, trusts, personal pensions and small charities.
He has a particular focus within the Bristol office for Entrepreneurs and Business Owners, leading on the co-ordination of activities to support this sector in the region and for developing relationships within the professional adviser community working in this eco-system.
Global Emerging Markets | Fund Selector Masterclass
Last Updated: May 11, 2026
Watch Tim Love, Head of Global Emerging Markets, and co‑panellists explore how emerging markets have moved centre stage – debating geopolitics, currency shifts, AI’s quiet revolution and why outdated valuation narratives versus developed markets no longer hold.
Weekly Digest: What's love got to do with it?
Last Updated: May 13, 2026
Markets remain resilient despite geopolitical and political uncertainty, with oil prices, strong corporate earnings, and AI optimism supporting momentum. However, investor behaviour and rising UK political instability could influence sentiment and keep risks firmly in focus.