Punter Southall Wealth win Adviser Firm of the Year for the South East in the Professional Adviser Awards 2021
Punter Southall Wealth has been recognised as Adviser Firm of the Year for the South East in the Professional Adviser…Read More
Listed by FT Adviser as a top ten firm in its 2020 Top 100 Financial Advisers list, Punter Southall Wealth will focus on developing its portfolio to better meet the financial planning needs of clients and business owners in this region. Another key area of growth will be in building on relationships with local solicitors, who are increasingly seeking trusted, professional financial planning firms to help guide private clients in key areas such as intergenerational wealth transfer and estate planning.
Lorraine will be bringing 25 years’ industry experience and knowledge of every aspect of financial planning to the team. Lorraine, who advises high-net-worth clients before and during retirement, along with providing inheritance tax and succession planning expertise, said:
“I am passionate about helping clients achieve their financial objectives and understand the complexities of wealth management. I am also keen to forge new partnerships with lawyers to provide their clients with careful, well-structured advice on intergenerational wealth issues and estate planning.”
George, a financial planner with a diploma in regulated financial planning, is currently working towards Chartered status. George will be providing holistic financial advice, and said of his new role:
“I will be supporting clients in all aspects of financial planning and playing a key role in the business as it expands, as well as continuing my own professional development.”.
Lorraine and George join an experienced financial planning team in Birmingham, including Anthony Richards, who has 14 years as a financial planner, as well as three years as a mortgage and protection adviser. They will join a team who will now total nine. The team has a strong team culture and the new planners can focus on growing the business, safe in the knowledge that they are supported by an experienced and dedicated team of paraplanners and administrators, in order to provide the highest quality of service to clients across the West Midlands.
Henry Denne, Head of Financial Planning at Punter Southall Wealth says,
“The pandemic and the uncertainty it has created for clients means that professional financial planning advice is needed more than ever to protect people’s financial security. We are seeing major growth in demand for our services in the West Midlands and have established a great team who can help clients plan financially for every major stage and event in their lives. We also look forward to building new partnerships with solicitor firms in the region.”
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For more information please contact:
Kathryn Hughes, Director, Kayak PR, Tel: 07801 823 839
Punter Southall Wealth, a Chartered firm of financial planners and investment managers, was formed in December 2019 through the merger of two of the Punter Southall group of companies’ most successful businesses: Punter Southall Financial Management, originally established in 1999, and Psigma Investment Management, which was launched in 2002.
Together, as Punter Southall Wealth, the firm consists of more than 160 colleagues across five locations in the UK and has £3.47bn of assets under control (as at 31st December 2020).
As a Chartered firm, with 14 CII and one CISI Chartered planners, Punter Southall Wealth adheres to a code of conduct that underpins a broader commitment to professional values. This includes putting clients’ interests first, investing in the ongoing development of staff’s technical skills and knowledge, and supporting wider initiatives that benefit society. While there are over 5,000 financial advice firms across the UK, only a fifth of these firms have been awarded Chartered status by the Chartered Insurance Institute (CII).
The benefits of a sound financial plan with well-selected investments unfolds over years, sometimes decades. Punter Southall Wealth’s Planners and Investment Managers look after their clients through all eventualities and life stages, staying with them for many years. Many clients have complex financial needs; Punter Southall Wealth provides strategic financial planning advice that helps create clarity from this complexity.
Punter Southall Wealth is authorised and regulated by the Financial Conduct Authority (FCA).
Punter Southall Wealth is part of the Punter Southall group of businesses, a broad-based financial services organisation supporting clients and companies through financial planning, investments, pension schemes, employee benefits, workplace savings, health and protection, and financial data. Punter Southall was named one of the UK’s top ten financial planning firms by FT Adviser in 2020.
Punter Southall has £44bn in assets under influence (as at 31st December 2020).