Meet the team

Our Advisers

Phil Rouse

Managing Principal

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 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.

Ed Batty

Mortgage Adviser

Ed joined FOCUS in 2018 shortly before it became Punter Southall Focus, previously working in the Financial Services industry since 2004; he has been advising mortgage and protection clients for the last 7 years, providing whole of market advice. He was recently named ‘Shopper’s choice’ by FT Financial Adviser’s Mystery Shopper.

Ed advises on all types of Residential mortgage, including Equity Release, and can arrange your remortgage, second charge mortgage or bridging loan. He is always striving to find the best deal for each client.

Read our blog

subscribe

Focus on Finance - subscribe to our blog

Stay informed with the latest updates from our senior team

 

subscribe

Financial Planning: How we help

investment-graph

Wealth management

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

plan
life-assurance

Life assurance

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

check
mortgage

Mortgages

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

Find out more
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.

get ahead
post-retirement

After retiring

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

learn
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.

talk to us