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Andrew Birt
Investment Director at Saunderson House
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Work Experience
Jan 2011 - Present · 13 years and 11 months
Investment Director
Jan 2019 - Present · 5 years and 11 months
Head Of Research
Jan 2015 - Dec 2018 · 3 years and 11 months
Associate Director - Investments
Jan 2011 - Dec 2014 · 3 years and 11 months
Company Details
201-500 Employees
Part of Rathbones Group Plc. Saunderson House is a leading firm of wealth managers. We provide award-winning financial planning and investment services to high net-worth individuals, particularly in the legal and accountancy sectors, as well as other private clients, charities and trustees. We offer a team-based approach, first-class advisory capability and an adherence to core values of being client-focused, outcome driven and responsible. We build strong, individual relationships with our (more than 2,100) clients. Excellence and transparency are central to what we do, and are reflected in our clear, hourly-rate charging structure. Saunderson House holds Corporate Chartered Financial Planners status, delivering high quality advice on £4.8bn of assets. We offer our clients advisory and discretionary investment services. Clients of our advisory service have the opportunity to be involved in ongoing decisions made around their portfolio, whereas our discretionary service allows clients to hand over the detailed management of their portfolio to our specialist advisers. Both are built upon the expert knowledge of our investment research team. Saunderson House recently won Best Wealth Management Adviser at the Money Marketing Awards 2017. We were also awarded Best Pension Planning Firm 2017 at the Wealth & Money Management Awards, and the silver award for Best Use of Technology for our digital client portal, joint with our provider.
Year Founded
1968
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
Saunderson House 1 Long Lane London, EC1A 9HF, GB
Keywords
PensionsInvestment ManagementEstate PlanningCash Flow PlanningFinancial Planningand Wealth Management
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