The Saunderson House Online app is available to clients of Saunderson House Limited - giving you visibility of your wealth and peace of mind over how your investments are managed.
The app provides access to your investments, other assets contributing to your net worth and insurances. It also provides secure messaging with your adviser and access to your financial documents
Investments
View your investments from a portfolio overview, investment account or detailed holdings view.
Net Worth
A single view of both your Saunderson House advised assets as well as other assets and liabilities contributing to your overall wealth.
Documents
Access your financial documents in a convenient, organised and secure way.
Messaging
Communicate with your Saunderson House financial adviser to support your usual face-to-face, phone and email channels.
Insurances
View detailed information relating to any policies you hold, such as those for life assurance, income protection and critical illness.