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 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 to help individuals and their families as well as trustees and businesses protect and grow the purchasing power of their capital. Several of its discretionary investment services are endorsed on the basis of their quality and effectiveness, with Psigma itself being rated by a leading investment consultancy for its commitment to the principles of transparency, engagement and integrity.

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