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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.
Retail Administration Manager
Kathy joined Punter Southall Aspire following its acquisition of various retail advisory businesses, as their teams came together to deliver financial advice as one. Her job is to ensure the whole administration team provide support to both advisers and clients in one consistent way.
Kathy's background is in financial services; over the course of her career she has been based in operations/customer service roles in IFA firms, banks and product providers.
Simon Fisher was the Managing Director of Coleman Financial Services Ltd at the time of its acquisition by Punter Southall Aspire in January 2019.
He began his career in the financial services industry in 1977, working for a major life assurance company before starting his own business in 1990, a pension specialist IFA operating predominantly in the SME sector. This business was sold to the Coleman Group in 2000.
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.
John has run his own business for over 40 years and is aware of the issues associated with doing so. A measure of success is the loyalty of clients who continue to receive advice and furthermore, professional firms continue to refer clients for advice.
John offers advice in all areas including inheritance tax planning, pensions and divorce, investment planning, life protection and trustee investment. Whether at a domestic or corporate level John prides himself on the ability to provide practical advice in a rapidly changing environment.
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