Since 1990 Focus Oxford LLP has been offering bespoke financial advice in all aspects of financial planning to both private and corporate clients.
Punter Southall Aspire is an innovative company that offers Workplace Savings in a very different way.
By avoiding the usual confusing financial jargon and engaging with clients, Punter Southall Aspire aims to change attitudes and behaviour towards Workplace Savings.
The merger between these two firms means that Punter Southall Focus can now offer the best of both worlds.
The greater economies of scale provided by the merger enable us to offer clients even better investment, wealth management, retirement and mortgage solutions.
At the centre of all of this is the client. Quite simply, client relationships matter to us. Many clients have been with Focus since the start, demonstrating the value we place on providing excellent customer service.
Punter Southall Focus remains based in Seacourt Tower, Oxford. The team at the heart of the company remains unchanged, with the original founding partner of Focus Oxford LLP, Gary Hunt as Managing Principal, alongside fellow former Partners, Phil Rouse and Phil Casey. Just as important is the wider Punter Southall Focus team of more than 15 talented advisers and support staff who provide solutions and first class service in all areas of financial planning and mortgage arrangements.
Our allegiance with Punter Southall Aspire means that the new company can provide a robust client proposition both now and in the future.
Punter Southall Focus now has a team of more than 20 talented Partners and staff providing solutions and first class service in all areas of financial planning and mortgage arrangements.
Our composite mortgage and financial planning brokerage is also key to our operations, as is a close connection with Focus Oxford Risk Management Ltd who continue to deliver insurance solutions.
Being able to provide advice and service in all areas, for both personal and corporate clients remains key to our ongoing success.
Punter Southall Focus continues to be forward-thinking and we constantly review and update working practices to ensure that we remain not only legally compliant, but just as importantly, in a position to provide our clients with the most up to date and appropriate solutions.
Client relationships matter to us. Many clients have been with us since we were formed in 1990, demonstrating the value we place on providing excellent customer service.
Technology has changed dramatically. From paper files and written correspondence to electronic trading and emails, Punter Southall Focus has embraced these changes. Whilst adopting a modern approach, clients are still treated as individuals – if a letter is preferred to an email, then that’s the way business is transacted.
The future is about maintaining the values that we believe in, whilst adapting to the ever changing world of financial planning.
Our aim is to continue to deliver the best possible solutions and service to our clients.
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