Focus on Finance - subscribe to our blog
Stay informed with the latest updates from our senior team
Chief Executive Officer
Steve is the Chief Executive and disruptive force within the Punter Southall Aspire Group, driving the Next Generation vision across the business to create innovative technology-led solutions.
He is passionate about integrating simplicity, flexibility and innovation into well designed investment and savings solutions that clients understand, value and engage with.
Managing Director, Retail Advice
Peter oversees the national retail advice proposition for PS Aspire, from simple guidance and education through to a complete holistic financial planning and advice service.
He is a people person at heart and is known as a voice of reason; he is passionate about everyone in Britain having some form of access to knowledge and help with their financial wellbeing and prosperity.
Peter has worked in Financial Services for 30 years, 25 of which were spent at Scottish Widows.
As a founding Partner in FOCUS, Gary was instrumental in the creation and formation of the firm prior to its merger with Punter Southall Aspire. He holds the Diploma in Professional Financial Advice (DipPFA) and is a Member of the London Institute of Banking & Finance (MLIBF).
He has spent his whole working life in the Oxford area and many of his clients have been with him since FOCUS was originally formed in 1990.
Gary works hard for both his existing and new clients to take them through life’s financial planning journey, giving advice relating to retirement planning, investments and life assurance arrangements.
Phil specialises in Retirement Planning, Investments and Wealth Management and enjoys building long term client relationships.
He holds the Diploma in Professional Financial Advice (DipPFA) and is a Member of the London Institute of Banking & Finance (MLIBF).
His expertise includes areas such as tax-efficient Investment Portfolios and Inheritance Tax Planning solutions, as well as Individual Retirement Planning Solutions.
Phil is the pension specialist at Punter Southall Focus and has over twenty-five years’ experience in the field.
As a Diploma Qualified Member of the Personal Finance Society & Chartered Insurance Institute (DipPFS), Phil is authorised to give advice at every level of complexity. This includes the specialist advice needed when considering transfers from Defined Benefit (Final Salary) Pension Schemes.
Specialising in this complex area of retirement planning, Phil also has many long-standing client relationships and provides ongoing Wealth Management advice.
He has achieved the specialist G60 and AF3 Advanced Financial Planning Diploma qualifications and maintains ongoing studies as new examinations are offered.
Chief Operations Officer
Keith has more than 15 years’ experience in the financial services industry, with a focus on customer service and operations.
He joined the Punter Southall Group in 2003 and has been part of the DC Pensions practice for eight years, becoming Chief Operating Officer for PS Aspire from its launch in 2016.
Managing Director, Sales & Marketing
John oversees sales and marketing for Punter Southall Aspire. His career in financial services stretches over two decades, across both UK and international financial markets.
An innovative and forward thinker, John brings a wealth of knowledge to the business, and whenever possible, he tries to put a smile on someone’s face.
Strategic financial planning is essential in today's complicated world. We work with you to find tailored solutions to help you achieve a secure financial future
Giving you the peace of mind you need to live life to the full, knowing that you and your family are all covered against life’s unfortunate events
How will your money work for you during retirement? Our team can help you plan for your needs