Rathbones Financial Planning
Login to Rathbones Financial Planning Online (Previously Saunderson House Online)
RATHBONES COMPLETES THE ACQUISITION OF SAUNDERSON HOUSE
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Financial Planning Team
Nick Rich
Financial planner
Nick Rich
Financial planner
London
Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019. He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds. He particularly enjoys building personal relationships with clients and their families and helping guide them in making the right savings and investment choices as they look to build towards and later enjoy retirement. Outside of work Nick is a keen fan of golf and football and enjoys travelling with his young family.
Nick joined Saunderson House (SHL) in the Summer of 2011 and has progressed through the graduate programme, becoming authorised to provide Financial Advice in 2019. He is now part of Rathbones Financial Planning following the acquisition of SHL in October 2021. Nick enjoys working closely with an incredibly wide variety of clients from different professions and backgrounds. He particularly enjoys building personal relationships with clients and their families and helping guide them in making the right savings and investment choices as they look to build towards and later enjoy retirement. Outside of work Nick is a keen fan of golf and football and enjoys travelling with his young family.
Olly Cheng
Financial planning director
Olly Cheng
Financial planning director
London
I joined Saunderson House (SHL) in 2008 as part of the graduate trainee programme, following the completion of an MPhil in Social and Economic History from the University of Oxford. I am now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. I have been authorised to provide advice directly to clients since 2012, and for a lot of my career took on a technical role alongside managing client relationships. For my clients I am responsible for their overall financial planning, providing a combination of strategy, technical advice and investment planning. I have a particular specialism in estate planning, having obtained a diploma from the Society of Trust and Estate Practitioners (STEP). Outside of work, my time is spent with my wife and two children, with my weekends taken up coaching their various sports teams.
I joined Saunderson House (SHL) in 2008 as part of the graduate trainee programme, following the completion of an MPhil in Social and Economic History from the University of Oxford. I am now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. I have been authorised to provide advice directly to clients since 2012, and for a lot of my career took on a technical role alongside managing client relationships. For my clients I am responsible for their overall financial planning, providing a combination of strategy, technical advice and investment planning. I have a particular specialism in estate planning, having obtained a diploma from the Society of Trust and Estate Practitioners (STEP). Outside of work, my time is spent with my wife and two children, with my weekends taken up coaching their various sports teams.
Paul Sayers
Financial planning director
Paul Sayers
Financial planning director
London
Paul is a Chartered Financial Planner with over 25 years’ experience.
He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.
Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.
In his spare time he is a director for Cranleigh Riding for the Disabled.
Paul is a Chartered Financial Planner with over 25 years’ experience.
He provides financial advice for clients and their representatives, enabling them to make informed decisions to ensure they maximise their lifestyle without jeopardising their future security.
Paul is a member of the personal injury and Court of Protection team, providing financial advice and tax structuring for personal injury claimants and clients in later life, working with Court of Protection deputies, trustees and individual clients.
In his spare time he is a director for Cranleigh Riding for the Disabled.