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Punter Southall people

Headlines and snapshots: some extra detail on the professionals delivering our services.

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Daniel Adams

Daniel Adams

CFA
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

Julie Bagley

Associate Director

Julie is an Associate Director in the Client ...

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Christos Bakas

Christos Bakas

Associate Director

Christos is a DC Investment Consultant at Punter Southall Aspire where he is ...

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Natasha Baker

Natasha Baker

Consultant

Natasha is a Communications Consultant within the ...

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Helen Battrick

Helen Battrick

Senior Associate

Helen is part of the Marketing team at Punter Southall Aspire. Her role ...

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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

DipPFS
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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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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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

CFA
Investment Director, Team Leader

Toby graduated from Nottingham Trent University in 1999 with an Honours degree in ...

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Chris Catchpole

Chris Catchpole

Investment Manager

Chris graduated with an Honours degree in Geology and Applied Geology from Glasgow ...

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Sanjeev Chopra

Sanjeev Chopra

CFA
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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Lorraine Denton

Lorraine Denton

Chartered Financial Planner

Lorraine was born and raised in the Midlands and has worked in the financial ...

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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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Mandy Donald

Mandy Donald

Non-Executive

With board experience in both complex organisations and early stage ...

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Peter Downhill

Peter Downhill

Dip PFS
Senior Associate

Peter recently joined the Bedford office of Punter Southall Aspire as a Senior ...

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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

Investment Director

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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Nick Frankland

Nick Frankland

Principal

Nick has worked in the pensions industry since graduating from Edinburgh ...

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Jon Gould

Jon Gould

CFA
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

FPFS
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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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

DipPFS
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

ACSI
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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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

APFS
Chartered Financial Planner

Originally from Middlesbrough, Cheryl was raised in Keswick, Cumbria. She started ...

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Frank McGarry

Frank McGarry

Head of Business Development and Marketing

Frank began his career in consulting working across a range of industries including ...

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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

Managing Director

Alan is Managing Director of Punter Southall Aspire’s Employee Benefits ...

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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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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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Louise Shepherd

Louise Shepherd

Chartered Financial Planner

Louise enjoys helping individuals make the best decisions about their money, so they ...

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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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Rupert Stone

Rupert Stone

CFA
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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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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