What we do
“Finding new ways to help clients is the main reason we continue to thrive after 30 years. Evolving these services further still continues to take Punter Southall forward.”
Jonathan Punter, CEO, Punter Southall
Jonathan Punter and Stuart Southall founded the company in 1988 because they could see how a fresh approach would benefit clients.
By tailoring actuarial advice to suit the particular needs of pension schemes, they pioneered the principle behind what Punter Southall is today: harnessing creative expertise and informed insight to build a diverse group of businesses across the financial services spectrum.
In the 21st century, Punter Southall’s range of specialist advisory services embraces everything from financial planning and wealth management to employee benefits and independent trustee consultancy as well as fresh ventures in insurance and law.
We are not beholden to a distant, powerful shareholder because we are employee-owned and independent with the latitude to be free-thinking with a focus on innovation.
Set your destination
Find out more about how we can help you manage your money or the employee benefits for your organisation.
UK office locations
Assets under influence
Our latest thoughts
There has been a rise in fraudsters who are impersonating financial services firms, including Punter Southall. They often use techniques such as creating fake websites, sending cloned e-mails that purport to be from a real firm, and attempting to convince clients that the firm has changed its bank account details to encourage funds to be paid into the fraudster’s own bank account.
We will never use our website to ask you to provide personal details to subscribe for services or to make payments to us.
We will never use our website to ask you to subscribe for an investment opportunity.
If you come across a website that purports to be Punter Southall that asks you to provide your personal details or to make a payment, it will be a fraudulent website that is not connected to Punter Southall, so please do not respond to it and speak to your adviser or investment manager, who will be able to help.