Lee started his career in financial services thirty years ago and has spent much of it advising high net worth individuals, specialising in retirement provision, inheritance tax mitigation and investment planning.  Clients particularly value Lee’s attention to detail, listening skills and empathy when discussing theirs and their family’s financial futures. Lee is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is married to Sarah and has two children.  Away from the office, Lee enjoys making use of his private pilot license, scuba diving, cooking and spending time with family and friends.
 

Matt has been with Saunderson House since 2005, having graduated from Exeter University. He is a Chartered Financial Planner.

Matt’s focus has always been on the client-facing side of the role and it is speaking to and meeting with clients that he most enjoys. Matt specialises in helping clients to put their wealth into context, plan their futures and enjoy their wealth to the fullest. This will usually help answer questions such as; when can I afford to retire, how much do I need to have saved to do so, how much can I afford to spend each year and can I afford to make gifts to my children.

Ensuring clients build their wealth in the most tax-efficient way, in the most appropriate products and with the appropriate investment strategy are key to the role. Given how busy most clients are, Matt’s focus is on ensuring they receive clear, concise advice and on providing a proactive service.
In his spare time Matt is a keen golfer, enjoys travel and is an ever-optimistic Spurs fan.
 

Following completion of his BSc in Economics at the LSE and a successful Summer internship at Saunderson House (SHL), Matt joined permanently in 2014 as part of the graduate trainee programme and is now a part of Rathbones Financial Planning following the acquisition of SHL in October 2021.  Matt has completed the Advanced Diploma in Financial Planning, and was subsequently awarded Chartered status in 2018.

Matt enjoys working with an incredibly wide variety of clients from different professions and backgrounds.  He particularly enjoys building personal relationships with clients and their families as they navigate changes in life stage and circumstances.

Matt is married to Naomi and they have a very young daughter.   They are actively involved with their church and enjoy going for long walks.