Who we are
We’re an independent chartered financial planning firm composed of teams of Planners, Paraplanners and Client Service Administrators who help build more secure financial futures for our clients.
By building and nurturing a long-lasting relationship, we’ll be with you at every stage of your financial journey, helping you achieve growth and security along the way.
Punter Southall Financial Management (PSFM) was established in 1999.Read more
We’re chartered financial planners who combine expertise, experience and insight to give personal advice.Read more
Punter Southall Group
We’re a part of the Punter Southall Group, a leading organisation in the financial world.Visit the group website