Punter Southall Wealth was formed in December 2019 after the merger of two highly successful businesses within the Punter Southall group of companies.

Punter Southall Financial Management was established in 1999 when Punter Southall acquired a successful financial advisory firm founded 12 years earlier. PSFM was one of the first financial planning firms to be awarded Chartered status by the Chartered Insurance Institute, which reflects the professional achievements of our colleagues and the high standards of practice that our clients can expect from us.

Psigma Investment Management was launched in 2002 as a provider of investment solutions for private clients, pension schemes, trusts and charities. Three of Psigma’s products possess a five-star Defaqto rating.

Together, as Punter Southall Wealth, we have more than 160 colleagues across five locations in the UK.