Punter Southall Aspire is a major investment and savings business that blends a strong customer-focused heritage with a modern and technology-led outlook.
Uniting pensions consultancy, workplace savings and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs
Firstly and most importantly, we can offer you face to face advice and support. Our primary focus as financial advisers is always on our clients, and ensuring we help you towards achieving your financial aims.
Our longevity in the Financial Services Industry allows us to understand the many legislative changes that have happened, how they may affect our clients and what solutions are available.
But we also recognise that clients require further support and provision of knowledge, so that they can feel more comfortable with the conversations they will have with their Adviser.
To help you with this we offer you exclusive access to FocusHub, our comprehensive online library of information on all financial matters.
FocusHub includes Guides to the key changes to Personal Pensions that occurred under Pension Freedom rules and how they affect you. We also look at Succession Planning and what options are available when passing assets to future generations. Other Guides include IHT, Succession Planning and a Guide to DB Pension transfers.
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Punter Southall Aspire is a trading name of Punter Southall Defined Contribution Consulting Limited, which is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register reference number is: 121328.
December 2018
