Discover Punter Southall Focus: read our case studies


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Document type
Case Studies
Wealth Management
Life Assurance
Pre & Post Retirement
Business Owners
Workplace Savings
Case Study

Move and Let-to-Buy Mortgage

A client couple wished to move to Cornwall to improve their family’s quality of life. However, they were struggling to sell their existing property to finance the move.


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Case Study

Investment Advice

Carolyn has been a client of Punter Southall Focus for a number of years. Recently, her circumstances sadly changed following the death of her husband.


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Case Study

Defined Benefit Transfer for a Divorcee

A divorcee wished to ensure that her defined benefit pension provision would be sufficient for her retirement, and would cover her two children in the event of her death.


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Financial Planning: How we help


Wealth management

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


Life assurance

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



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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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

After retiring

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


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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