Chartered Financial Planner
01483 330 526

Louise enjoys helping individuals make the best decisions about their money, so they can create the life they want now and in the future. She works closely with clients to understand what is financially possible for them so they feel in control and more confident about their financial and life decisions. Since completing her degree in Mathematics and Economics at Exeter University in 2011, Louise has been working in the financial services industry. She started her career at a small financial planning firm in Mayfair, where she progressed through the various support roles gaining a rich and full understanding of complex planning advice, before advancing to a fully qualified Financial Planner. Louise joined Punter Southall Wealth (previously Punter Southall Financial Management) in 2018 and is now a Chartered Financial Planner who offers holistic financial planning advice to individuals and their families to help them achieve their goals and objectives in the most tax efficient and cost effective manner. She advises individuals on all areas of financial planning, including pension and retirement planning, investment management, family protection, and estate and inheritance tax planning.

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