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We’ve come a long way since 1988.

We’ve helped thousands of clients, developed hundreds of careers, and created countless new propositions and opportunities across connected markets.

Today, we retain stakes in ventures we patiently developed over decades, with continuing investment in XPS, Asset Co, Vidett, Guardian and Craven Street Wealth amongst others.


Since 1988, we’ve anticipated what you need and evolved our own way to deliver pragmatic solutions for people and businesses across diverse yet connected markets.


We’ve helped our clients thrive by taking a fresh approach. Our people know they have the space to really listen, truly understand and deliver on your behalf.


There’s no substitute for experience but original thinking comes a close second. We break new ground, like inventing National Pension Tracing Day, to keep moving everyone forward.


Our aim is to make you more successful,
in-control and, yes, happier. We’d love the opportunity to show you how we help.


Board of Directors

Our board members have a reputation for innovative financial planning solutions. They champion high standards of client care and use their expert knowledge to improve the prospects of our clients.

Many of them have set up and run their own businesses, or have been instrumental in the growth and development of other businesses. They bring a deep level of understanding and pragmatism to our work.

Prior to forming Punter Southall with Stuart Southall in 1988, Jonathan began his career with Duncan C Fraser and Co in 1978, where he became a Partner within seven years. He has 40 years’ experience in the actuarial profession and particular expertise in UK pensions, investment strategy, pensions in mergers, buy-outs and due diligence deals. A director of several investment companies in London and Dublin, he is also a Fellow of the Institute and Faculty of Actuaries.

Read Jonathan's latest blogs here.

Jonathan Punter


Kenneth joined Punter Southall in 1993 with a focus on widening the range of our activities. He remains responsible for the strategic development of Punter Southall Group and is a Director of its principal operating subsidiaries. Previously, he worked in a large UK pensions consultancy firm before taking an MBA at INSEAD Business School. He then worked in financial management and corporate strategy consultancy in Geneva, London and Paris. Kenneth graduated from City University with a degree in Actuarial Science and is a Fellow of the Institute of Actuaries.

Kenneth McKelvey

Group Managing Director

Stuart Southall co-founded Punter Southall with Jonathan Punter in 1988. Stuart established Punter Southall with Jonathan Punter in 1988; one of the most successful start-ups in the actuarial consultancy market for over 30 years. Punter Southall Governance Services went on to merge with 20-20 Trustees in 2023, to become Vidett.

Having practiced as an Actuary for almost 40 years, Stuart is a Fellow of the Institute and Faculty of Actuaries and served as chairman of the Association of Consulting Actuaries 2010-12.

Stuart Southall


Angus has over 30 years experience in the investment industry, in both the UK and South Africa. Starting his working life as a Stockbroker in Johannesburg, he emigrated to the UK in 1986 and has held a number of senior roles including Chief Executive posts at Sanwa Asset Management, Credit Suisse Asset Management and Sanlam Investment Management.

He also serves as a non-executive director of Sanlam UK and Sanlam Life and Pensions and is Chairman of Nucleus Financial Group.

Angus Samuels


With board experience in both complex organisations and early stage environments, Mandy brings a background of strategic planning and operational management to the Group. A chartered accountant by training, she spent 18 years with Ernst and Young before steering her focus towards the growth of new companies, serving on the boards of a diverse range of start-up businesses. Mandy is a Trustee of The Institute of Cancer Research, where she is also Chair of the Audit Committee. Mandy holds a Financial Times Non-Executive Diploma with a focus in corporate governance.

Mandy Donald



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