Discover Punter Southall Focus: read our case studies

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Case Studies
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Wealth Management
Life Assurance
Mortgages
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

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.

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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.

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.

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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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