View from Punter Southall Wealth: Q2 2021
A strong quarter for markets The second quarter of 2021 was an unequivocally positive period for global asset markets. In…
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The world of financial services and wealth management can be complicated. We’re here to make sense of it.
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.
With a thorough understanding of your circumstances, we will formulate a comprehensive plan and wealth management strategy to help you build a more secure financial future.
Who we help
We provide personalised advice and wealth management to a wide range of clients with differing financial needs and goals, who have a common desire to make their money work in the right way for them.
Individual clients
We help individuals realise the opportunities and confront the issues affecting them and their money.
Business owners
We work with business owners as their ventures grow and change to ensure the right plans are in place to protect their interests and help achieve their aspirations.
Trusts and trustees
We ensure investments are protected, carefully handled, and disbursed as quickly and tax-efficiently as possible.
Fraud Alert
There has been a rise in fraudsters who are impersonating financial services firms, including Punter Southall. They often use techniques such as creating fake websites, sending cloned e-mails that purport to be from a real firm and attempting to convince clients that the firm has changed its bank account details to encourage funds to be paid into the fraudster’s own bank account.
We will never use our website to ask you to provide personal details to subscribe for services or to make payments to us. We will never use our website to ask you to subscribe for an investment opportunity. If you come across a website that purports to be Punter Southall that asks you to provide your personal details or to make a payment, it will be a fraudulent website that is not connected to Punter Southall, so please do not respond to it and speak to your adviser or investment manager, who will be able to help.
Insights
