who we are

About us

Our clients come to us because their contacts and colleagues recommended our financial planning service.

And when you consider most of our relationships endure for years, we believe this vote of confidence speaks to the quality of our guidance and the value we help to protect, nurture and grow on their behalf.

We’re a chartered firm of financial planners and investment managers who combine expertise, experience and insight to provide personalised advice and investment solutions that continually pursue growth and security.

We are proud to say that a long-lasting partnership starts here.

Committed to excellence

Ranked ninth in FT Adviser’s Top 100 financial advisers, our planning and investment teams look after £3.5bn, helping you to be clear on what can often appear complicated. Approachable and friendly, we are also highly qualified, granted “chartered” status for the recognised standard we continue to set.

Our expertise

How we help

Be it your pension or investments or help with budgeting or cashflow, our dedicated specialists can help to visualise what the years ahead hold. Not only do we work with individual clients but also support businesses to protect and preserve their wealth.

The day-to-day routine gives all of us plenty to do. How are you supposed to find the time to clear a space to define what your long-term financial goals are? For years, we’ve been helping clients do just that: facing the challenge of preparing for the decades ahead.

We all know what value means when it comes to our money, but does it have a broader application? In choosing to engage directly with your financial future, you can give yourself the best chance to pinpoint and protect what you hold dear in a way that might be far more engaging and constructive than you previously believed.

 

The services we offer

Financial planning
Preparing for retirement
Wealth management
Protection
Investing

Wealth Insights

Highlights from our blog

Tom Becket | 14 October 2021

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6 minute read

Tom Becket | 01 September 2021

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7 minute read

Jonathan Punter | 29 April 2021

Leadership

The Wealth team

We are financial planners and investment managers who combine expertise, experience and insight to provide personalised advice and investment solutions that seek to create and protect wealth and build long term security.

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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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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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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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Andrew Cantouris

Andrew Cantouris

Senior Investment Director

Andrew holds an Honours degree in Geography from Bristol University (1999). He ...

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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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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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Carl Fiford

Carl Fiford

Investment Director

Carl holds a Masters degree in Chemistry from Bristol University and began his ...

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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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Hayley Hamer

Hayley Hamer

Team Leader Financial Planner

Originally from Wokingham, Berkshire, Hayley started her financial services career ...

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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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Peter Haynes

Peter Haynes

Investment Director

Peter read Business Studies at Oxford Brookes University and began his career in ...

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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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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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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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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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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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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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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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Darrell Mercer

Darrell Mercer

Managing Director

Darrell graduated with an Honours degree in Economics and Economic Policy from ...

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Mike Myers

Mike Myers

Investment Director, Head of SRI 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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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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Andy Pearce

Andy Pearce

Investment Manager

Andy graduated from the University of Leeds with an Honours degree in European ...

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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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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

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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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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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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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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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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Peter Young

Peter Young

Principal, Financial Planning

Originally from Aberdeenshire, Peter started his career in financial services in ...

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Get in Touch

Contact us

Punter Southall Wealth
11 Strand
London
WC2N 5HR

Awarded Chartered Status by the Chartered Insurance Institute.

Success in CII qualifications is universally recognised as evidence of knowledge and technical expertise; only one in five financial planning firms in the UK hold Chartered status.

Committed to the Financial Vulnerability Taskforce Charter.

As early supporters of the Financial Vulnerability Taskforce Charter, we are passionate about inclusiveness in all that we say and do.

FTAdviser Top 100 Financial Advisers 2020 - Top 10

Punter Southall Wealth is recognised as one of the UK’s very best Financial Planning firms. In 2020, we were placed within the Top 10 of the Top 100 UK Financial Advisers.

Professional Adviser Awards – Adviser Firm of the Year South East.

The Professional Adviser Awards seek to recognise and reward excellence both within the financial adviser profession and the broader financial services sector.

Defaqto 5-star ratings for DFM MPS and DFM Bespoke.

We are especially proud to receive five-star ratings for both our discretionary and managed portfolio services, reflecting the high quality and comprehensive proposition that we offer our clients.