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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
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.
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.
Phil 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 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.
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
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