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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.
Senior Financial Services Adviser
Stuart joined FOCUS in 2001 and specialises in providing investment and retirement planning advice. He became an Associate Partner in 2015.
Stuart has developed long standing relationships with some of Punter Southall Focus' most important clients. As a Diploma qualified adviser with the Chartered Insurance Institute (DipPFS), he now specialises in providing investment, pensions & retirement planning and protection advice to both new and existing clients.
Marcus Ramsell is a Diploma Qualified Member of the Personal Finance Society & Chartered Insurance Institute (DipPFS).
Marcus has over 10 years’ experience in the industry working with both providers and advisory firms. Marcus joined Punter Southall Focus in 2014 as a Para-planner. Since then, he has continued his professional development and in August 2016 achieved his Level 4 status to become a Financial Consultant.
Senior Mortgage Adviser
Debi has worked in the Financial Services Industry since 1999 and as a fully qualified Mortgage Adviser since 2004.
She is fully qualified and authorised (Certificate in Mortgage Advice and Practice (CeMAP) and a Member of the London Institute of Banking & Finance (MLIBF)) to transact whole of market business in both the mortgage and insurance sectors and is fully approved to give specialist advice on Equity Release Lifetime Mortgages. Debi is also a specialist in Buy To Let and Let To Buy mortgages, acting for both new and professional landlords alike.
Ed joined FOCUS in 2018 shortly before it became Punter Southall Focus, previously working in the Financial Services industry since 2004; he has been advising mortgage and protection clients for the last 7 years, providing whole of market advice. He was recently named ‘Shopper’s choice’ by FT Financial Adviser’s Mystery Shopper.
Ed advises on all types of Residential mortgage, including Equity Release, and can arrange your remortgage, second charge mortgage or bridging loan. He is always striving to find the best deal for each client.
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