Services
Specialist advice
Major, once-in-a-lifetime occurrences or uncommon circumstances require exceptional advice. We can create financial plans around starting a business, setting up a Trust or Charity, getting married or divorced, moving abroad or any other atypical situation.
Punter Southall Wealth is proud to be associated with
Ahead Together 2021
With many years’ experience in assisting clients with Personal Injury cases we are very aware of the challenges posed by brain injury. This is why we are grateful for the opportunity to support Royds Withy King in financing places for healthcare professionals to attend Ahead Together 2021.
Specialist services
Marriage
Marriage can change many financial arrangements in a variety of ways, so careful planning before and after the event helps to ensure the right details are in place.
Should a separation occur or a marriage dissolve, we have the experience and resources to help you understand and navigate the financial aspects of the separation or divorce process.
Specialist services
Personal injury
If you’ve suffered a personal injury and received an award of damages, you’ll want to ensure that those funds are effectively managed for the rest of your life to provide you with the support you need.
Our specialist experience in this area of planning can help you secure your financial future.
Specialist services
Business protection
We can help founders and owners of businesses arrange the legal framework to ensure their business is protected against losses in the event of the death of a key person or shareholder. It’s an important component that can support the survival of a business when continuity plans need to be enacted.
