Punter Southall

What we do

Financial planning

Would you like to discover more about how you can grow, manage and protect your money?

Employee benefits

Are you seeking help for your company's employee benefits, wellbeing or specialist HR and legal services?

Corporate services

Looking for help on pension and trustee consultancy, investment research, data analytics, legal and insurance sectors?

Punter Southall

“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

Starting out

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.

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Today's direction

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.

We listen to clients and draw on our actuarial heritage, collaborative culture and active portfolio of services to meet their needs.

Punter Southall people are informed, innovative and adaptable.

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Set your destination

Find out more about how we can help you manage your money or the employee benefits for your organisation.

Our numbers


UK office locations




Corporate clients


Individual clients


Assets under influence




Our latest thoughts


Resources and guides prepared by the Punter Southall team


Fraud alert

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.