To start the New Year, Punter Southall Aspire has announced the acquisition of Coleman Financial Services Limited, a well-established independent financial advisory firm in Dorset – a move that will expand its personal financial planning business and extend its client portfolio in the South of England.

Coleman Financial Services is the third financial advisory firm acquired by Punter Southall Aspire in the past 12 months and it marks an important step in its journey to becoming a national personal financial planning business.

Established over 30 years ago, Coleman Financial Services is a successful and growing business. The acquisition brings £275m Assets Under Advice to Punter Southall Aspire, as well as a team of 24 staff based at offices in Poole, Exeter and Southampton. The firm offers a range of tailored financial advice to corporate and retail clients including wealth management, pension and retirement planning, mortgage advice, tax and trusts planning, later life and investment solutions.

Punter Southall Aspire established its financial planning business in June 2018 and recently appointed Peter Selby as its Managing Director Retail Advice who will lead and grow the business. The firm offers a fully integrated financial advice service and investment administration platform for both employers and individuals with access to a SIPP, master trust, ISA and general investment account, as well as wealth management solutions.

Steve Butler, CEO, Punter Southall Aspire said, “Coleman Financial Services is a highly respected firm of financial advisers in the South of England. Under the direction of the firm’s Managing Director Simon Fisher, the business has gone from strength to strength and has an impressive team serving a broad range of retail and corporate clients. This acquisition will extend our client base and is strategically important and key to our ambitious growth plans.”

Simon Fisher, Managing Director and Financial Adviser, Coleman Financial Services said, “We are delighted to become part of Punter Southall Aspire. It is a company that is focused on market innovation, a highly experienced team of advisers and a strong vision and exciting plans for growth. The deal will benefit our clients in many ways, offering greater levels of resources and more investment and wealth management solutions, all supported by leading-edge technology.”

 

About Punter Southall Aspire

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

Uniting pensions consultancy, workplace savings and individual financial advice, we work with employers, trustees and private clients through our 10 regional UK offices to design and manage solutions that meet their unique needs.

Punter Southall Aspire is part of the Punter Southall Group, which is proudly independent and majority employee-owned.

Punter Southall Aspire has:

  • Number of schemes: c.1,250

  • Assets under Advice: c. £4 billion

  • Number of members: c.200,000

  • Number of employees: 100

  • Private clients c.1,200  

 

About Coleman Financial Services

Coleman Financial Services looks after the financial affairs of business and personal clients throughout the UK.

We are a long-established firm of independent financial advisers with extensive technical knowledge and many years’ practical experience. Our aim is to provide impartial quality advice that helps business owners and their employees plan their financial futures with confidence.

Coleman Financial Services advises business owners on matters such as tax efficient profit extraction and employee benefit arrangements, and private clients on wealth management and financial planning, as well as on many other financial issues.

Coleman Financial Services has: 

  • Business clients: c. 130

  • Private clients: c. 450

  • Assets under Advice c. £275 million

  • Number of employees: 24

  • Offices: Poole, Southampton and Exeter

 

Posted by Steve Butler

Topics: Insider

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