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We are proud to achieve
Number three in FT Adviser’s Top 100 firms
We have been ranked number three in the UK in FT Adviser’s Top 100 Financial Advisers for 2022.
Achieving Chartered status for its financial planning arm was judged to be a significant factor in placing third with 17 of the top 20 companies accredited in this way.
Other factors taken into account were how long teams had managed assets, the rate at which companies had grown and their experience operating in different economic and interest-rate environments.
Punter Southall’s financial planning business numbers among only 14 per cent of firms to be granted Chartered status, a qualification earned by going above and beyond for clients.
How we help
We help our clients create clarity from complexity.
We help take away the burden of the bewildering array of financial products and services to choose from: some good, some indifferent, and some bad. We take the pressure off and remove some of the potential pitfalls from hasty decision-making.
What we do
Our clients need us for a variety of reasons and at different stages of their financial journeys, from the challenges of building and maintaining wealth, to the complexities of sharing it.
We help them make plans for the future and stay with them for many years, becoming their trusted partner and helping them achieve financial growth and security along the way.
Related resource
A guide to the value of financial advice
How do you actually put a value on advice? Can it simply be shown as an increase in asset value driven by recommendations made by those who class themselves as experts, or is it more than that? We feel the real value comes from offering support and guidance, so that you can achieve your life goals.
