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Director, Financial Planning
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 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.
Stuart joined FOCUS in 2001 and specialises in providing investment and retirement planning advice. He became an Associate Partner in 2015 and moved into the Managing Principal role in 2020.
Stuart has developed long standing relationships with some of Punter Southall Aspire's 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.
Planning with a goal in mind is critical in today's complex financial world. We tailor solutions that match your future vision.
The right cover for you and your family helps to give you peace of mind, whatever life throws at you.
The earlier you can start saving for retirement, the more you'll potentially benefit. We'll help you with every step.
Our financial planners make your money work for you once you've stepped back from working hard to earn it.