Toby graduated from Nottingham Trent University in with an Honours degree in Carl holds a Masters degree in Chemistry from Bristol University and began his Originally from Wokingham, Berkshire, Hayley started her financial services career Originally from Sale, Manchester, John has worked in the financial advice industry Simon was born in Reading and raised in Newbury, Berkshire.
After graduating from Rupert graduated from Loughborough University in with a degree in Economic Julian studied law at Brunel University and began his career in the City in at James began his city career in at Buckmaster and Moore later taken over by Josh graduated from the University of Birmingham in with an Honours degree in After completing his law degree at Oxford University, and a brief but almost equally Originally from Middlesbrough, Cheryl was raised in Keswick, Cumbria.
She started Frank began his career in consulting working across a range of industries including Rory graduated from Bristol University in with a First Class honours degree in Darrell graduated with an Honours degree in Economics and Economic Policy from James enjoys helping families simplify their finances and feel safe, secure and Born and raised in Essex, Graham made an early commitment to financial services when Andy graduated from the University of Leeds with an Honours degree in European Harry graduated from Exeter University with an Honours degree in Economics and Brought up in London, James has worked in the financial services industry for over Matthew gained an honours degree in Economics and Finance before graduating from Louise enjoys helping individuals make the best decisions about their money, so they Adam graduated with an Honours degree in Economics from Cardiff University in Raised in Hampshire, Paul started working in Financial Services in Born in Swindon with early years spent in New Zealand before settling in Newcastle, Raised in the small Bedfordshire hamlet of Luton, Geoff has cultivated a 35 year Originally from Aberdeenshire, Peter started his career in financial services in Tel: Email: enquiries puntersouthallwealth.
Our businesses Punter Southall Wealth. Welcome to Punter Southall Wealth The world of financial services and wealth management can be complicated. About us. We are proud to say that a long-lasting partnership starts here. Quick Links. He is highly regarded in the pension and investment industry and has a credible track record of giving expert evidence in court.
Jonathan can draw upon more than 35 years experience in the actuarial profession where he has built up a wealth of knowledge and practical experience during the course of a long and varied career. Jonathan is supported by a team of experienced professional staff, made up of pension and investment actuaries.
Jonathan is a Fellow of the Institute of Actuaries, holds the role of Scheme Actuary for several defined benefit pension schemes and is regulated to provide investment advice by the Financial Conduct Authority. Jonathan is also a director of Punter Southall Financial Management, a firm of independent financial advisors, as well as a director of a number of.
He then worked in financial management and corporate strategy consultancy in Geneva, London and Paris. Lukas is a qualified accountant with a background in corporate finance and more than 15 years Wealth Management experience. Current interests include private equity investments and Fintech developments. With senior investment roles at global asset management companies such as AllianceBernstein and Schroders, Sandra has a strong track record for developing investment strategies, together with managing risk and compliance in an increasingly regulated and challenging environment.
With board experience in both complex organisations and early stage environments, Mandy brings a background of strategic planning and operational management to the Group. A chartered accountant by training, she spent 18 years with Ernst and Young before steering her focus towards the growth of new companies, serving on the boards of a diverse range of start-up businesses.
He has over 20 years experience in the private equity industry, investing across the capital structure. His involvement with Punter Southall Group began in when he led an investment into the group on behalf of ICG managed funds. Session Expired. Your session has expired and you have been logged out.
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