Punter Southall Financial Management
Principal and Head of the Birmingham office
0121 230 1917
Raised in the Midlands, Richard began providing financial advice in 1995. He joined PSFM in 2001 and qualified as a Chartered Financial Planner in 2012. As well as providing senior management for our Birmingham office, Richard is a member of the Executive Committee involved in proposition design and development, and also serves as Chair of the Technical Committee.
Richard delivers strategic planning for wealthy clients, including complex individual pension advice and the selection and monitoring of fund managers. He is regularly required to work hand-in-hand with other professionals such as Private Client Lawyers, Personal Tax Advisers, and Fund Managers, to design and deliver robust solutions.
Away from work, Richard keeps active with golf, hillwalking, mountain biking with his adrenalin junkie daughter, and enjoying the company of friends over good food and wine.