30 YEARS OF SUCCESS
"What originally inspired us was to provide a quality service to our primary UK clients in a more bespoke way."
After meeting as actuarial students in the early 80s, Jonathan Punter and Stuart Southall headed to the NatWest in Piccadilly in 1988 for a loan to start something new and different in financial services. Their vision was to offer a bespoke actuarial and pensions service that could be finely tuned and tailored to the complex financial needs of a range of different clients.
Over time, Jonathan and Stuart’s business grew into a range of different areas of financial expertise. They created and acquired a breadth of different businesses as clients sought their advice to solve different problems. As their skills, knowledge and experience grew, they were able to identify further opportunities for their clients to resolve issues, realise potential and add value by intelligently using people and technology.
Today, Punter Southall is a specialist advisory firm with expertise in wealth management, workplace savings, health and protection, and financial data.
Punter Southall also invests in a number of complementary businesses, which you can find here.
"Our clients now value us for coming up with solutions for their problems which are longer term."
Since 1988, we have successfully helped people and organisations build, shape and protect their financial futures.
© 2019 Punter Southall Group
Punter Southall is a trading name of Punter Southall Group Limited. Registered office: 11 Strand, London WC2N 5HR. Registered in England and Wales No. 4096788
PSFM SIPP Limited, Punter Southall Defined Contribution Consulting Limited and Punter Southall Wealth Limited are authorised and regulated by the Financial Conduct Authority
