Discover Punter Southall Focus: read our case studies

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Case Studies
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Wealth Management
Life Assurance
Mortgages
Pre & Post Retirement
Business Owners
Workplace Savings
Case Study

Move and Let-to-Buy Mortgage

A client couple wished to move to Cornwall to improve their family’s quality of life. However, they were struggling to sell their existing property to finance the move.

 

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Case Study

Investment Advice

Carolyn has been a client of Punter Southall Focus for a number of years. Recently, her circumstances sadly changed following the death of her husband.

 

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Case Study

Defined Benefit Transfer for a Divorcee

A divorcee wished to ensure that her defined benefit pension provision would be sufficient for her retirement, and would cover her two children in the event of her death.

 

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Financial Planning

Next Generation Financial Planning for Private Clients

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Wealth Management

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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Life Assurance

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

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Mortgages

Looking to make a move? Tailored, qualified advice on the range of mortgages available to you

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Pre-retirement

Our experts provide advice on tax-efficient saving for a time after work

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Post-retirement

How will your money work for you during retirement?  Our team can help you plan for your needs

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Workplace Savings

Punter Southall Aspire is a major investment and savings business that blends a strong customer focused heritage with a modern and technology-led outlook.

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