Senior Partner
Robert Saunders.
ACII, APFS
Chartered Financial Planner
How I work
What do you help clients with most?
It varies a lot. In the last few months I've helped clients adjust the income they take in retirement, sort out the finances after a bereavement or a job loss, invest more from a high income and consider a family investment company after selling a business.
How would you describe the way you work?
I aim for a quarterly check-in and at least two detailed conversations a year with each client, and I'm there in between whenever something comes up. I work closely with my clients' lawyers, accountants and investment managers.
What do clients tend to say?
That they can come to me with almost anything.
Specialisms
Estate planning · Investments · Private Office · Retirement planning
Outside work
Time with my wife and daughters, cooking, eating out, travel and the arts.
Let's talk
Let's talk about what's next for you.
The first conversation is complimentary, with no obligation to proceed.
