Saunderson House

IFA

Status

Realised

MOIC

0x

IRR

0%

VALUE AT EXIT

£0m

Saunderson House

ABOUT THE INVESTMENT

Saunderson House is a financial advisory business, advising private clients on financial planning, asset allocation and fund selection.

Saunderson House is one of two businesses that comprised IFG Group, which we took private in 2019. Having separated IFG into its component parts, our strategy was to back the management team to continue their long track record of organic growth.

We sold our investment in Saunderson House in 2021 to Rathbone Brothers plc

Saunderson House
  • ACTIVITY

    IFA

  • ENTRY DATE

    Sept 2019

  • EXIT DATE

    Oct 2021

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TEAM

Meet the team

 Bill Priestley

Bill Priestley

Managing Partner

Zoe Lai

Zoe Lai

Investment Director

Media

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Our investments

VIEW OUR MOST RECENT INVESTMENTS