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Punter Southall Wealth awarded Adviser Firm of the Year for the South East

Punter Southall Wealth has been recognised as Adviser Firm of the Year for the South East in the Professional Adviser Awards 2021.

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Punter Southall ranked in FTAdviser's Top 10 Financial Advisers

FTAdviser's Top 100 Financial Advisers list has recognised Punter Southall as one of the UK's very best.

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COVID-19: An update to our clients

- John Howard-Smith, CEO

We would like to keep you updated on the measures we are employing during this troubling period.

Read John's full note

We create clarity from complexity.

See how we can help you create a more secure financial future.

About us

We’ll help you grow and protect your wealth.

Discover how we do it.

Our services

We’re experts dedicated to financial planning and investment management.

Explore our expertise.

Our people

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

Individual clients

We help individuals realise the opportunities and confront the issues affecting them and their money.

Business owners

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

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.

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