Meet the team

Our Advisers

    Phil Casey

    Managing Principal

    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.

    Stuart Bartholomew

    Senior Financial Services Adviser

    Stuart joined FOCUS in 2001 and specialises in providing investment and retirement planning advice. He became an Associate Partner in 2015.

    Stuart has developed long standing relationships with some of Punter Southall Focus' 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.

    Marcus Ramsell

    Consultant

    Marcus Ramsell is a Diploma Qualified Member of the Personal Finance Society & Chartered Insurance Institute (DipPFS).

    Marcus has over 10 years’ experience in the industry working with both providers and advisory firms. Marcus joined Punter Southall Focus in 2014 as a Para-planner. Since then, he has continued his professional development and in August 2016 achieved his Level 4 status to become a Financial Consultant.

    Debi Jackson

    Senior Mortgage Adviser

    Debi has worked in the Financial Services Industry since 1999 and as a fully qualified Mortgage Adviser since 2004.

    She is fully qualified and authorised (Certificate in Mortgage Advice and Practice (CeMAP) and a Member of the London Institute of Banking & Finance (MLIBF)) to transact whole of market business in both the mortgage and insurance sectors and is fully approved to give specialist advice on Equity Release Lifetime Mortgages. Debi is also a specialist in Buy To Let and Let To Buy mortgages, acting for both new and professional landlords alike.

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    Financial Planning: How we help

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    Wealth management

    Planning with a goal in mind is critical in today's complex financial world. We tailor solutions that match your future vision.

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    life-assurance

    Life assurance

    The right cover for you and your family helps to give you peace of mind, whatever life throws at you.

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    mortgage

    Mortgages

    Mortgages can be complex and confusing. We'll equip you to find the right one for your next move or investment.

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    pre-retirement

    Before retiring

    The earlier you can start saving for retirement, the more you'll potentially benefit. We'll help you with every step.

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    post-retirement

    After retiring

    Our financial planners make your money work for you once you've stepped back from working hard to earn it.

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    inheritance-tax

    Passing on your wealth

    We help you navigate the complexities of estate and inheritance tax (IHT) planning to help you dispose of your assets as you wish.

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