Saunderson House

I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.

I have amassed a wealth of expertise and knowledge, with the majority of my career spent working with high-net worth clients. I have worked in smaller Independent Financial Advisory firms and another large, national, Wealth Management firm and believe this has helped me be able to forge relationships with all different types of clients and personalities. I specialise in providing holistic financial planning advice and solutions to high net worth clients, with a strong focus on meeting our clients' individual goals and objectives.

I joined Saunderson House in 2009 after graduating from Durham University with a degree in Economics.  I became a Chartered Financial Planner in 2014, and joined Rathbones Financial Planning following the acquisition of Saunderson House in October 2021. I enjoy working closely with clients to help them achieve their objectives, and find the personal nature of the work extremely rewarding. Outside of work I enjoy keeping fit and active, and following the highs and lows of the England cricket team.