Saunderson House

I joined Saunderson House (SHL) in 2008 as part of the graduate trainee programme, following the completion of an MPhil in Social and Economic History from the University of Oxford.  I am now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. I have been authorised to provide advice directly to clients since 2012, and for a lot of my career took on a technical role alongside managing client relationships. For my clients I am responsible for their overall financial planning, providing a combination of strategy, technical advice and  investment planning. I have a particular specialism in estate planning, having obtained a diploma from the Society of Trust and Estate Practitioners (STEP). Outside of work, my time is spent with my wife and two children, with my weekends taken up coaching their various sports teams.

I am a member of the Financial Planning Team, based in Belfast and have expertise in all aspects of Financial Planning and Wealth Management. I thoroughly enjoy working with our clients in providing them with solutions to their financial planning needs.  My primary focus is on gaining a comprehensive understanding of my clients’ personal circumstances, their life plans, financial objectives and risk appetite; in order to construct a tax efficient and sustainable financial plan tailored to achieve their financial goals. And thereafter, providing ongoing financial advice ensuring that they can respond to changing circumstances as they occur. 
 

I provide new and existing clients with financial planning advice which is both holistic and bespoke. I specialise in general wealth management which includes inheritance tax planning, pre and post retirement planning, income tax and capital gains tax planning. Typically, I am a firm believer in only engaging with clients where it is possible to add value through judicious financial planning. However, I am always happy to have an initial consultation with prospective new clients, at no cost to them, to ascertain whether we would be in a position to add value to their financial planning strategies and needs.