Financial planning, Company news

Punter Southall ranked in FTAdviser's Top 10 Financial Advisers

Jonathan Punter
Jonathan Punter Chief Executive

FTAdviser's Top 100 Financial Advisers list has recognised the business as one of the UK's very best, placing Punter Southall 9th in their rankings.

The Top 100 ranks companies by looking at factors important to clients seeking the best person to assist them with their finances, showcasing some of the best financial advisory businesses working in the UK.

Punter Southall's placing of 9th in the list is a jump of seven places from last year, when the business came in at number 16. 

Commenting on how Punter Southall has gone about navigating a year of volatility and change, Chief Executive Jonathan Punter said:

“We’ve always focused on building strong relationships with every client across Punter Southall. The trust we’ve forged has been important to everyone during this time and means we have continued to talk, to transact and to deliver. This has been reflected in the level of business we’ve maintained and the progress of new projects.

“Serving clients properly means ensuring your own people are safe, well and coping. Our management teams and HR colleagues have done a great job of checking in and making sure the team spirit of our offices is intact at home.”

In compiling the list, FTAdviser look at the growth rate of the advisory businesses, the number of years' experience each business has managing assets in different economic and interest-rate environments, how well-qualified their advisers are, and their ability to keep advisers in their ranks.

This year for the first time, the list also rewarded firms that are either chartered by the CII or accredited by the CISI at a company level.

Since 1988, Punter Southall has successfully helped people and organisations build, shape and protect their financial futures. You can find out more about the businesses in the Punter Southall group here