Saunderson House

Having graduated from The University of Exeter in 2011, I began my career in financial planning with Saunderson House (SHL) as part of the graduate trainee programme in 2011, achieving Chartered Status in October 2017.  I spent 18 months away from financial planning, working with a range of financial planners from the provider side, as an account manager with Standard Life (now ABRDN), before returning to Saunderson House (now part of Rathbones Financial Planning following the acquisition of SHL in October 2021) in January 2020, having widened my knowledge of the Financial Planning landscape. 

My clients include both current and former partners of accountancy and law firms, navigating the specific compliance requirements that their needs require, whilst ensuring their financial planning needs (including retirement, tax and estate planning) are met.  I enjoy the peace of mind that competent financial planning can provide to clients whose busy lives require their attention elsewhere. Outside of work, I previously played competitive rugby having plied my trade at the National 2 level for the 2019/20 season with Sutton & Epsom RFC.  I also enjoy the cinema and travelling (admittedly where I have my way, this usually has a sporting event that the trip is planned around).
 

I help clients achieve their financial goals whether in the sphere of retirement , wealth generation or passing assets onto the next generation. Tax efficiency and a strong investment discipline sit at the heart of my strategies for clients. Personal service is a fundamental driver as is the building and maintaining a long lasting client relationship. Rathbones offers a wide range of tailored services that can both enhance and preserve your wealth.

I work closely with financial planners, often attending client meetings to gain a greater understanding of a clients circumstances, goals and ambitions. This personal approach helps clients feel more at ease having met members of the team they will be working with. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.