No changes around issues of great client concern materialised in the Budget. Capital gains tax rates remained low;the ability to…Read More
Punter Southall Financial Management
Our rebrand: behind the scenes
Welcome to our new website. I hope you like the look of it and that you find its innovative design helpful and interesting.
Our website is just one part of a full re-branding project that we’ve undertaken across eighteen months. The re-branding road was an interesting one to travel, and we learned a lot about ourselves along the way.
One of the highlights for me was the earliest stage of research, when I spent time in workshops and discussions with many colleagues around the business and the wider Group to reflect, debate, and critique who we really are, what we do, and why we do it. The exercise unearthed a lot of informative views and helped us to pull together all the commonalities that we share.
We were also helped by those who took part in our Annual Client Surveys. For the last several years this Survey has provided us with in-depth insight of our reputation and standards of service according to a group of randomly selected clients.
The results of the research made all the effort worthwhile. We were able to pinpoint the most important elements of what we do, and we were able to find the genuine reasons behind why we do it.
To build a more secure financial future for our clients, we create clarity. Our Planners, as trusted advisers, ensure their clients understand exactly what’s happening with their money and investments. They want their clients to feel confident and able to make better decisions about their money as a result. And they want to help their clients prosper.
I hope your visit to our website leaves you a bit better informed about our business and services. If you’d like to know more about PSFM or have a chat in confidence about our financial planning services, my details can be found here