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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.
Professionals
Protecting your client’s legacy
Working in partnership to bring the benefits of holistic financial planning to business owners.
Committed to excellence
Ranked ninth in FT Adviser’s Top 100 financial advisers 2020, 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.
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
Wealth Insights
Highlights from our blog
Tom Becket | 26 April 2022
Tom Becket | 08 March 2022
Tom Becket | 10 February 2022
Punter Southall Wealth | 21 March 2022
Punter Southall Wealth | 14 December 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
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
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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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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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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Carl Fiford
Carl Fiford
Head of Operations
Carl holds a Masters degree in Chemistry from Bristol University and began his ...
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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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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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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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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
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
Chartered Financial Planner
Originally from Middlesbrough, Cheryl was raised in Keswick, Cumbria. She started ...
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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
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, 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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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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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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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 ...
Read moreGet in Touch
Contact us
Punter Southall Wealth
11 Strand
London
WC2N 5HR
Tel: 020 3327 5656
Email: enquiries@puntersouthallwealth.com
Awarded Chartered Status by the Chartered Insurance Institute.
Committed to the Financial Vulnerability Taskforce Charter.
FTAdviser Top 100 Financial Advisers 2020 - Top 10
Professional Adviser Awards – Adviser Firm of the Year South East.
Defaqto 5-star ratings for DFM MPS and DFM Bespoke.
