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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.
Today's direction
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.
Resources
Resources and guides prepared by the Punter Southall team
