Saunderson House

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.

Our team works together to deliver holistic financial planning advice to our clients with an emphasis on retirement, investment and estate planning. As a planner, my role is all about our clients: taking the time to understand your lifestyle, your family and what makes you excited to get up and take part in life each day. By starting with a clean slate, I can understand what is important to you and how you want to live ‘One Day', what are your hopes and dreams for the future. We can build your financial plan so that your ‘One Day' becomes ‘Today', helping you to make those hopes and dreams into a reality.

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.