Saunderson House

As a Wealth Administrator I work closely with the South West regional Financial Planning team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the client's Rathbones journey and beyond as their needs change. I am also here to help clients with any administration queries should they need assistance, and to provide an initial point of contact for the team.

My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.

Charlie joined Saunderson House (SHL) in 2007, which became part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Charlie advises on all aspects of financial planning, including long term strategy, investment portfolio construction, taxation and technical matters. He has experience in advising clients through the various stages of their life cycle and specialises in long-term cash flow forecasting. Charlie primarily advises current and former Partners of the largest law firms.

 As such, he has significant experience of the challenges and key objectives that apply throughout a career and life cycle. Starting with promotion to Partnership, when the transition from employed to self-employed status leads to a variety of challenges and planning opportunities. Moving through to the lead up to retirement and beyond, when the focus often shifts to understanding if financial independence has been achieved and how to gift to the next generation in a responsible manner. Outside of work, Charlie is kept busy by his young family and enjoys playing tennis and winter sports.