Following Punter Southall's ranking in the Top 10 Financial Advisers, Henry Denne, Head of Financial Planning at Punter Southall Wealth, was interviewed for the latest FTAdviser podcast.
What characteristics would have helped an advice firm succeed in this challenging year? This was the topic up for debate in FTAdviser's latest podcast, following their announcement last week of the Top 100 Financial Advisers of 2020.
Punter Southall were named 9th in the list, a jump of seven places from last year, when the business came in at number 16.
Alongside Quilter Financial Planning's Scott Stevens, Henry spoke to FTAdviser digital editor Damian Fantato about how the business navigated 2020, and discussed what it took to thrive during a difficult year. You can listen to the full podcast here.