Let’s Begin

We are a company of independent financial planners. We do not sell products. We offer clear, expert advice, cutting through the overwhelming amount of financial information and putting plans in place for our clients to help them achieve what they want from life.

Client testimonials

From the swift response from Peter through to your call and the meetings and rapid set up of my SIPP and advice for the extra transfer to Aviva its been a great experience with Punter Southall!

Alison Cornwell - Client

I chose PSFM in 2004 to manage my pension arrangements and to advise me on investment strategies. Helen Symonds, my Financial Planner, has been a fantastic support to me and explained complicated matters in a way that gives me the confidence to make sensible decisions. Her advice is always well thought out, she listens and responds carefully to my questions and her technical skills and personal competences have been a major factor in the levels of service I have experienced.

Michael Lainis - Client

I have been more than impressed by how my Financial Planner has dealt with my recent pension problems. He has been focused, diligent and determined to get a solution with my provider. It really has been a breath of fresh air to deal with someone who genuinely wants to help resolve hard issues on my behalf.

Mark Richardson - Client

The Punter Southall Group

We are part of the Punter Southall Group, a financial and actuarial group with more than £17 billion under management.

The companies within the Group provide a range of financial services including personal independent financial advice and investment management, actuarial services and employee benefits to corporate clients, together with advice to some of the UK’s largest institutional pension funds.

820

Staff in 10 locations
throughout the UK

235,000

pension scheme members administered

£17bn

Assets under management

1,000

Pension schemes, companies and
organisations receiving consultancy
and investment advice

£118m

Group turnover in 2013

£39bn

Assets under advice

4,000

Private clients