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07 September 2023
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Punter Southall Wealth has been recognised as Adviser Firm of the Year for the South East in the Professional Adviser Awards 2021.
The Professional Adviser Awards, which have been running for sixteen years, seek to recognise and reward excellence both within the financial adviser profession and the broader financial services sector that provides them with the products and services that best serve their clients.
The ceremony, usually hosted in London, took place online on Thursday 11th March.
As a firm with regional UK presence, Punter Southall Wealth entered the Adviser Firm of the Year award in the South East category, the catchment area for our two largest offices in London and Guildford.
To achieve this accolade, a team of Punter Southall Wealth planners responded to a challenging case study set by the Personal Finance Society. The case study required a holistic planning approach, with consideration of a range of financial goals and client objectives.
Our risk mitigation work was also given special mention in the ceremony as having particularly impressed the judges.
IN RESPONSE TO THE WIN, HENRY DENNE, HEAD OF FINANCIAL PLANNING, SAID:
“We are delighted to receive this award. 2020 was an extraordinary year for everyone, and on top of trying to keep ‘business as usual’, our fantastic colleagues have successfully merged an investment management firm with a financial planning business, implemented a class-leading investment proposition and provided great ongoing service to our clients.
We continue striving to improve every aspect of what we do, but this award is a great opportunity for us to pause for a moment, reflect on what we have achieved and appreciate that our efforts have been recognised by our peers.”
This award, along with our Chartered status and our ranking in FTAdviser’s UK Top 10 Advisers, further demonstrates the strength of Punter Southall Wealth’s financial planning capabilities, and emphasises our commitment to helping our clients build a secure financial future.
