Saunderson House

I provide comprehensive, fee-based financial planning advice to High Net Worth private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. 

I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.

Simon's specialisms centre around pensions, investments, and long term tax planning. His clients are largely made up of barristers at a variety of chambers across the Inns of Court and solicitors at firms such as Freshfields, Herbert Smith Freehills, and Stephenson Harwood. He also helps accountants, entrepreneurs and some retired folks.

Simon loves bringing order and simplicity to his clients’ financial affairs, giving them the peace of mind that we have considered everything that they would otherwise need to think about themselves. His aim is to free up their time to allow them to focus on their own work, families and personal interests. Outside of work, Simon’s attention is on his wife and three young children, and planning holidays to visit their family around the world. He also tries to squeeze in a healthy dose of test cricket and southern hemisphere rugby.

Stephanie is a Chartered Financial Planner with over 20 years’ experience in the Financial Services industry. After graduating from the University of Glasgow with BSc (Hons) in 2004, she started her career with Bank of Scotland where she trained and qualified as a financial planner. She laterally worked as an Independent Financial Adviser before joining Rathbones in early 2024.

Stephanie is passionate about building relationships with clients and helping meet their financial objectives through holistic financial planning.

Outside of work she enjoys going to the gym and is kept busy as a mum of twins!

As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.

Tim joined Saunderson House (part of Rathbones Group since 2021) after graduating from the University of Nottingham in 2004. A Chartered Financial Planner, Tim works with City professionals, entrepreneurs and families, assisting with all aspects of their financial planning and objectives. In his spare time Tim enjoys spending time with his young family and following Everton FC.

Tom is a Chartered Financial Planner with 17 years financial service industry experience, nine of which as an Independent Financial Adviser servicing clients with a broad range of individual needs. He joined Rathbones in 2020 and is working towards becoming a Fellow of the Personal Finance Society.

Tom specialises in holistic financial planning including retirement strategies, pension accumulation, tax-efficient investment, estate and inheritance tax planning, and financial protection.

Tom joined Saunderson House (SHL) in 2008 after graduating from Durham University with a degree in Economics.  In October 2021, he joined Rathbones Financial Planning following the acquisition of SHL. He is a Chartered Financial Planner (CII) and Chartered Wealth Manager (CISI), having completed his CII Advanced Diploma in Financial Planning and CISI Masters in Wealth Management qualifications. Tom is passionate about using his expertise to ensure that his clients can have complete peace of mind with regard to their financial planning and investment management needs, so they can focus on their own work, families and hobbies.  

Tom enjoys building long lasting relationships with clients and has experience of advising a broad spectrum of high net worth individuals and families (including partners of professional services firms, barristers, entrepreneurs and senior executives).  Outside of work, Tom is a keen sportsman and in particular enjoys playing tennis (and padel) and participating in the occasional endurance event.  However, more time seems to be spent coaching his two boys these days!
 

Thomas graduated with a first-class degree from The University of Exeter Business School.  After graduating, Thomas spent time at a global American financial service firm before joining Saunderson House in 2015 (part of the Rathbones Group following the acquisition of Saunderson House back in 2021). Thomas is a Chartered Financial Planner and he has a wide range of experience working with clients from different backgrounds including partners in the leading law and accountancy firms, barristers, entrepreneurs, trustees and retirees. Thomas specialises in helping clients build their wealth and achieve their financial objectives by providing strategic financial planning and long-term tax planning.  In his spare time, Thomas enjoys travelling and following sport.
 

Tom is a Chartered Financial Planner.  He joined Rathbones following the acquisition of Saunderson House, having joined as a graduate trainee in 2011.  Tom specialises in the provision of strategic financial planning advice bringing this and long-term tax planning together to help clients formulate and execute their plans to achieve their financial independence, with simplicity and transparency.  

Tom gets great satisfaction in giving clients peace of mind that their financial affairs are looked after, letting them concentrate their time elsewhere.  Away from work, Tom enjoys travelling, cooking and long walks in the countryside with his wife, Rebecca, and their Border Terrier, Scrappy.
 

Tom joined Saunderson House (SHL) in 2017 as part of the graduate trainee programme, after studying Economics at the University of Bristol. Tom is a Chartered Financial Planner, and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. 

He assists clients in achieving their financial goals and ambitions, with a particular focus on using cashflow planning software to bring this to life. He enjoys presenting these financial plans to clients to help visualise their finances, which can then provide a clear strategy moving forwards.  Outside of work, Tom enjoys running and playing/watching football, and planning his next adventure abroad. 
 

Tony has over 26 years' experience advising clients on their financial planning.  He is a Chartered Financial Planner and Fellow of the Personal Finance Society , aswell as a Certified Financial Planner and a Chartered Fellow (Financial Planning) with the Chartered Institute for Securities and Investment.  Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way and helping them to understand how close they are to achieving their goals.  In his spare time, Tony enjoys spending time with his wife Nicole and children, Ethan and Olivia and escaping to the mountains, whenever he can, to pursue his passion for skiing and hiking.