Punter Southall Financial Management (PSFM) was established in 1999 when the Punter Southall Group acquired a successful independent financial advisory firm formed 12 years earlier. Over the years we acquired more firms, and more colleagues joined from other financial advice firms and other areas of the financial services industry. This enabled us to grow our expertise to offer advice across a broad range of areas.
We were one of the first independent financial planning firms to be awarded Chartered status by the Chartered Insurance Institute. It’s something we’re immensely proud of and we feel it reflects the professional achievements of our Planners and the high standards of practice that our clients can expect.
Today we have nearly 80 colleagues across five locations in the UK.