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One of us
Punter Southall people
Headlines and snapshots: some extra detail on the professionals delivering our services.
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Daniel Adams
Daniel Adams
Investment Director
Daniel began his career at Punter Southall Wealth (formerly Psigma Investment ...
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James Adley
James Adley
Principal, Financial Planning
James was raised in London before starting his career as a financial planner in the ...
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Stuart Arnold
Stuart Arnold
Associate Director
Stuart has over 11 years of experience in the pensions industry. For the past six ...
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Julie Bagley
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Natasha Baker
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Tom Becket
Tom Becket
Chief Investment Officer
Thomas has 17 years' investment experience and is an Associate of the CISI. Thomas ...
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Jon Beer
Jon Beer
Director
Jon is a Director within Punter Southall Aspire. He has a wealth of experience ...
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Paul Bennett
Paul Bennett
Principal
Paul's responsibilities are two-fold, providing holistic financial advice to ...
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Eddie Bernatek
Eddie Bernatek
Associate Director
Eddie joined Punter Southall Aspire in 2016 as a Senior DC Consultant and holds ...
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Alexander Bignell
Alexander Bignell
Senior Financial Planner
Brought up in Wokingham, Berkshire, Alex began his career working for two large UK ...
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Emily Billson
Emily Billson
Senior Associate
Emily joined PS Aspire in 2021 as a Senior Associate to manage our rapidly ...
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Richard Booth
Richard Booth
Director
Richard is a Director, specialising in consultancy support, project management ...
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David Bouchard
David Bouchard
Associate Director
David has worked in the pension industry for over 10 years, working for both ...
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Mark Bowen
Mark Bowen
Principal
Mark joined Punter Southall in 2015 when Ashcourt Rowan Corporate Solutions was ...
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Peter Bradley
Peter Bradley
Partner
Peter is a Partner at Punter Southall Law. He is a highly-rated and ...
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Steve Butler
Steve Butler
CEO
Steve is a Chartered Manager and Fellow of the Chartered Management Institute. He ...
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John Buttress
John Buttress
Chief Marketing Officer
John is a Fellow of The Chartered Institute of Marketing. His career in financial ...
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Nikki Calvert
Nikki Calvert
Associate Director
Nikki is an Associate Director in the Health and Protection team at Punter ...
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Lucy Cameron
Lucy Cameron
Senior Associate
Lucy is a Senior Associate in the Financial Planning team at Punter Southall ...
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Alana Cameron
Alana Cameron
Associate
Alana is an Associate in Client Servicing for the Financial Planning team based ...
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Andrew Cantouris
Andrew Cantouris
Senior Investment Director
Andrew holds an Honours degree in Geography from Bristol University (1999). He ...
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Keith Carlson
Keith Carlson
COO
As COO, Keith manages our nationwide team of support staff. He has overall ...
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Toby Carpenter
Toby Carpenter
Investment Director, Team Leader
Toby graduated from Nottingham Trent University in 1999 with an Honours degree in ...
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Sanjeev Chopra
Sanjeev Chopra
Investment Director
Sanjeev graduated with a BSc in Economics from Brunel University and a MSc in ...
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Matthew Claisse
Matthew Claisse
Senior Consultant
Matthew Claisse is a qualified actuary with more than 20 years of industry ...
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Nicky Collinson
Nicky Collinson
Associate
Nicky is an Associate in Employee Communications at Punter Southall Aspire. Nicky ...
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Tim Cooke
Tim Cooke
Associate Director
Tim has been in the finance industry since 2001 and joined PS Aspire in March ...
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Simon Cullingworth
Simon Cullingworth
Managing Director
Simon is the Managing Director of Punter Southall Law and has 30 years’ ...
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Sarah Culver
Sarah Culver
Associate Director
Sarah holds qualifications from the Pensions Management Institute and Chartered ...
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Sandra Curtis
Sandra Curtis
Non-Executive
With senior investment roles at global asset management companies such as ...
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Henry Denne
Henry Denne
Principal and Head of Financial Planning
Originally from South Oxfordshire, Henry gained a BA Hons in Classics and Philosophy ...
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Margaret deValois
Margaret deValois
Senior Consultant
Margaret deValois is a senior consultant in Punter Southall Pension Solutions. ...
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Tom Dilrew
Tom Dilrew
Investment Manager
Tom graduated from the University of Portsmouth with a Master’s degree in 2014. He ...
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Mandy Donald
Mandy Donald
Non-Executive
With board experience in both complex organisations and early stage ...
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Peter Downhill
Peter Downhill
Senior Associate
Peter recently joined the Bedford office of Punter Southall Aspire as a Senior ...
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Anne Drugnick
Anne Drugnick
Director
Anne has been with the Punter Southall Group in various roles for 25 years and is ...
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Mike Edwards
Mike Edwards
Associate Director
Mike is an Associate Director in the Employee Benefits team at Punter Southall ...
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Richard Evans
Richard Evans
Associate Director
Richard joined Punter Southall Aspire in May 2016 from a multi-national employee ...
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Leon Farrar
Leon Farrar
Senior Consultant
Leon is a Senior Consultant in the Employee Benefits team at Punter Southall ...
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David Ferris
David Ferris
Director
David joined the Punter Southall Group in 2006 to establish the Bristol office. ...
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Carl Fiford
Carl Fiford
Head of Operations
Carl holds a Masters degree in Chemistry from Bristol University and began his ...
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Martin Finnegan
Martin Finnegan
Partner
Martin Finnegan is a Partner and the Chief Operating Officer of Punter Southall ...
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Patti-Ann Finnegan
Patti-Ann Finnegan
Practice Manager
Patti is the Practice Manager at Punter Southall Law and works across the firm’s ...
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Nick Frankland
Nick Frankland
Principal
Nick has worked in the pensions industry since graduating from Edinburgh ...
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Caroline Gaines
Caroline Gaines
Principal
Caroline has over 20 years industry experience and has spent the last 15 years ...
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Jon Gould
Jon Gould
Investment Director
Jon graduated from Loughborough University in 2008 with a BSc (Hons) in Mathematics, ...
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Nicholas Grant
Nicholas Grant
Investment Director
Nicholas joined Punter Southall Wealth (formerly Psigma Investment Management) in ...
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Sandy Hamberger
Sandy Hamberger
PA to CEO Office
Sandra Hamberger (who prefers to be called Sandy) is a Senior Associate and PA to ...
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Hayley Hamer
Hayley Hamer
Team Leader Financial Planner
Originally from Wokingham, Berkshire, Hayley started her financial services career ...
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John-Paul Hamilton
John-Paul Hamilton
Financial Planner
John-Paul is a Chartered Financial Planner at Punter Southall Aspire. John-Paul ...
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John Hamilton-Hunt
John Hamilton-Hunt
Chief Operations Officer
Originally from Sale, Manchester, John has worked in the financial advice industry ...
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Mark Hanson
Mark Hanson
Senior Consultant
Mark joined Punter Southall Aspire in 2015 but started work in the industry some ...
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Richard Hawkins
Richard Hawkins
Associate Director
Richard is a senior member of the Edinburgh consultancy team managing a portfolio ...
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Peter Haynes
Peter Haynes
Investment Director
Peter read Business Studies at Oxford Brookes University and began his career in ...
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Darren Hedgley
Darren Hedgley
Associate Director
Darren is an Associate Director in the Employee Benefits team at Punter Southall ...
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Nick Holt
Nick Holt
Director
Nick Holt is Director of Development at Punter Southall Law. Nick has more ...
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Luke Horwood
Luke Horwood
Intern
Luke is an intern in the Financial Planning team at Punter Southall Aspire’s ...
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Simon Hoult
Simon Hoult
Principal, Financial Planning
Simon was born in Reading and raised in Newbury, Berkshire. After graduating from ...
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Rollo Hovey
Rollo Hovey
Investment Manager
Rollo graduated with an Honours degree in Business from Oxford Brookes University in ...
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John Howard-Smith
John Howard-Smith
Chief Executive Officer
John graduated with a Masters in Management Science from Imperial College in London ...
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Laura Hudson
Laura Hudson
Associate Director
Laura has been in the finance industry since 2005, initially working for a ...
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Rupert Hunter
Rupert Hunter
Senior Investment Director
Rupert graduated from Loughborough University in 1983 with a degree in Economic ...
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Richard Hyder
Richard Hyder
Investment Director
Richard graduated from St Andrews University in 1990 with an MA (Hons) in Management ...
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Sarah Johnson
Sarah Johnson
Associate
Sarah is an Associate (Client Servicing) in the Employee Benefits team at Punter ...
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Richard Jones
Richard Jones
Principal
Richard Jones is the Managing Director of PSPS and the Chief Executive of ...
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Lorraine Jones-Knott
Lorraine Jones-Knott
Financial Planner
Lorraine is a financial planner based in the Poole office of Punter Southall ...
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Adam Jordan
Adam Jordan
Wealth Planner
Adam graduated with an BA Hons in Economics from the University of Durham and a ...
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Simon Kay
Simon Kay
Head of Business Development
Simon graduated from the University of Stirling with an Honours degree in ...
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Julian Key
Julian Key
Investment Director
Julian studied law at Brunel University and began his career in the City in 1983 at ...
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Amy King
Amy King
Senior Associate
Amy is part of the paraplanning team at Punter Southall Aspire, providing ...
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Shelley Kinnaird
Shelley Kinnaird
Associate Director
Shelley is an Associate Director, Client Servicing in the Employee Benefits team ...
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Gareth Knight
Gareth Knight
Non-Executive
Gareth is a Non Executive Director at Punter Southall Group. He has ...
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James Knowles
James Knowles
Head of Fixed Interest
James began his city career in 1983 at Buckmaster and Moore (later taken over by ...
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Catherine Lake
Catherine Lake
Head of Paraplanning
Catherine has worked in technical roles within financial services since 2013, ...
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Michelle Last
Michelle Last
Partner
Michelle is a Partner at Punter Southall Law. She is a highly skilled and ...
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Alba Lleshi
Alba Lleshi
Marketing Project Administrator
Alba Lleshi is a Marketing Project Administrator at Punter Southall Pension ...
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Josh Llewellyn
Josh Llewellyn
Investment Manager
Josh graduated from the University of Birmingham in 2013 with an Honours degree in ...
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Duncan Macpherson
Duncan Macpherson
Chartered Financial Planner
After completing his law degree at Oxford University, and a brief but almost equally ...
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John Marlborough
John Marlborough
Financial Planner
John started his financial career at Norwich Union back in the 1990s, working in ...
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Cheryl Marshall
Cheryl Marshall
Chartered Financial Planner
Originally from Middlesbrough, Cheryl was raised in Keswick, Cumbria. She started ...
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Kenneth McKelvey
Kenneth McKelvey
Group Managing Director
Kenneth joined Punter Southall in 1993 with a focus on widening the range ...
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Gina McLaughlan
Gina McLaughlan
Senior Associate
Gina is a Senior Associate, Client Servicing in the Employee Benefits team at ...
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Jerry McLoughlin
Jerry McLoughlin
Principal, Financial Planning
Born in Southampton, Jerry started his career in the Life Insurance sector of ...
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Rory McPherson
Rory McPherson
Head of Investment Strategy
Rory graduated from Bristol University in 2003 with a First Class honours degree in ...
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Harri Mead
Harri Mead
Senior Associate
Harri is a Senior Associate, Client Servicing. She joined PS Aspire in 2015 and ...
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Darrell Mercer
Darrell Mercer
Managing Director
Darrell graduated with an Honours degree in Economics and Economic Policy from ...
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James Mills
James Mills
Senior Associate
James is a Senior Associate in the Employee Benefits team at Punter Southall ...
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Alan Morahan
Alan Morahan
CCO
Alan is Chief Commercial Officer at Punter Southall Aspire, where he was ...
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Mike Myers
Mike Myers
Investment Director, Head of SRI
Mike graduated with a BA Honours degree in Politics from Nottingham University in ...
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George Nabbs
George Nabbs
Financial Planner
Born and raised in Milton Keynes, George gained an Honours degree in Accounting and ...
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Johanna Nelson
Johanna Nelson
Director
Johanna is the Director of Communications within Punter Southall Aspire, ...
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James Nightingale
James Nightingale
Financial Planner
James enjoys helping families simplify their finances and feel safe, secure and ...
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Graham Norford
Graham Norford
Financial Planner
Born and raised in Essex, Graham made an early commitment to financial services when ...
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Bryan Parkinson
Bryan Parkinson
Managing Director
Bryan has more than 30 years of experience in financial services and joined ...
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Chris Parlour
Chris Parlour
Senior Consultant
Chris is a qualified actuary and a senior consultant in the Pension Solutions ...
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Alice Payne
Alice Payne
Paralegal
Alice is a paralegal at Punter Southall Law working alongside fee earners on a ...
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Andy Pearce
Andy Pearce
Investment Manager
Andy graduated from the University of Leeds with an Honours degree in European ...
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Jonathan Punter
Jonathan Punter
Chief Executive
Prior to forming Punter Southall with Stuart Southall in 1988, Jonathan ...
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David Rankin
David Rankin
Managing Director
David is the Managing Director of Punter Southall Analytics, co-founding the ...
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Alison Regan
Alison Regan
Director
Alison is a Director, Client Servicing (North) in the Employee Benefits team at ...
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Anthony Richards
Anthony Richards
Chartered Financial Planner
Born in Leicester, Anthony graduated from Oxford Brookes with a degree in Exercise ...
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Andrew Roddie
Andrew Roddie
Senior Associate
With more than 10 years in reward consultancy and provision, I am highly ...
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Angus Samuels
Angus Samuels
Chairman
Angus has over 30 years experience in the investment industry, in both the UK and ...
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Katie Santy
Katie Santy
Chartered Financial Planner
With a ‘glass half full’ motto on life, Katie has a positive attitude and will find ...
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Harry Schofield
Harry Schofield
Investment Director, Team Leader
Harry graduated from Exeter University with an Honours degree in Economics and ...
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James Schute
James Schute
Financial Planner
Brought up in London, James has worked in the financial services industry for over ...
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Steve Scott
Steve Scott
Associate Director
Steve manages the relationships for around 60 clients, often working from the ...
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Peter Seamer
Peter Seamer
Investment Director
Peter graduated from Exeter University in 2001 with a BA (Hons) in Economics and ...
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Matthew Sharp
Matthew Sharp
Managing Director
Matthew gained an honours degree in Economics and Finance before graduating from ...
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Adam Side
Adam Side
Managing Director
Adam graduated with an Honours degree in Economics from Cardiff University in 1985 ...
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Paul Simons
Paul Simons
Principal, Financial Planning
Raised in Hampshire, Paul started working in Financial Services in 1989. Following ...
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Emma Snowden
Emma Snowden
Associate Director
Emma has over 30 years experience in the Health Insurance industry. She has ...
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Stuart Southall
Stuart Southall
Director
Stuart Southall co-founded Punter Southall with Jonathan Punter in 1988. ...
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Danny Stiles
Danny Stiles
Director
Danny is a Director of Client Support and joined the Financial Planning team in ...
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Rupert Stone
Rupert Stone
Investment Director - Investment Manager Team Leader
Rupert joined Punter Southall Wealth (formerly Psigma Investment Management) in ...
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Stephen Straker
Stephen Straker
Financial Planner
Born in Swindon with early years spent in New Zealand before settling in Newcastle, ...
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David Taylor
David Taylor
Managing Principal
David has been involved in financial services all his career, focussing on the ...
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Claire Thorogood
Claire Thorogood
Partner
Claire Thorogood is a Partner and our Director of Professional Services. ...
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Geoff Tresman
Geoff Tresman
Principal and Director
Raised in the small Bedfordshire hamlet of Luton, Geoff has cultivated a 35 year ...
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Jane Tulloch
Jane Tulloch
Investment Director
In 2006, Jane graduated from Oxford Brookes University with an honours degree in ...
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Frans van den Berg
Frans van den Berg
Principal, Financial Planning
Frans was educated at Ampleforth College and read Business Studies at City of London ...
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Lukas van der Walt
Lukas van der Walt
Non-Executive
Lukas is a qualified accountant with a background in corporate finance and more ...
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Sarah Windsor-Lewis
Sarah Windsor-Lewis
Principal, Financial Planning
Sarah has been working in financial services since completing her Masters at ...
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Tim Wishart
Tim Wishart
Head of Scotland and the North of England
Tim graduated from Oxford Brookes University with a diploma in Business Studies in ...
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Jacqui Woodward
Jacqui Woodward
Senior Consultant
Jacqui is Covenant Lead at Punter Southall Pension Solutions and was instrumental ...
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Peter Young
Peter Young
Principal, Financial Planning
Originally from Aberdeenshire, Peter started his career in financial services in ...
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Gavin Zaprzala-Banks
Gavin Zaprzala-Banks
Principal
Gavin has worked in financial services for twenty years, and first joined the ...
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