Saunderson House

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.

I specialise in helping private clients in creating robust financial plans aimed at ensuring the achievement of their financial goals. This includes providing advice on a wide range of planning areas such as investment strategies, retirement planning and income, tax planning, insurance, and inheritance/estate planning. I work closely with my clients to understand their financial situation, goals, and risk tolerance. This then leads to the development of a tailored financial plan that takes into account the client's unique circumstances which in turn helps them make informed financial decisions which will enable them to achieve their long-term financial objectives. Where appropriate, I will work with Investment managers.