With the Budget held for the first time in its new, permanent autumn slot, we look at the main points made in yesterday’s statement and what they could mean for you.

Very little changed in the personal finance world with most announcements linked to the housing and corporate markets.

Having said that, the headline was the reduction in Stamp Duty for first time buyers below £300,000 and it was nice to see key investment opportunities for Oxford as well, which supports our local businesses.

Further details on all of this can be found in our Budget Summary by clicking here.

If you have any questions concerning this or any other matters, please do hesitate to contact us.

Posted by Phil Rouse

Topics: Insider

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To start the New Year, Punter Southall Aspire has announced the acquisition of Coleman Financial Services Limited, a well-established independent financial advisory firm in Dorset – a move that will expand its personal financial planning business and extend its client portfolio in the South of England.

Coleman Financial Services is the third financial advisory firm acquired by Punter Southall Aspire in the past 12 months and it marks an important step in its journey to becoming a national personal financial planning business.

Established over 30 years ago, Coleman Financial Services is a successful and growing business. The acquisition brings £275m Assets Under Advice to Punter Southall Aspire, as well as a team of 24 staff based at offices in Poole, Exeter and Southampton. The firm offers a range of tailored financial advice to corporate and retail clients including wealth management, pension and retirement planning, mortgage advice, tax and trusts planning, later life and investment solutions.

Punter Southall Aspire established its financial planning business in June 2018 and recently appointed Peter Selby as its Managing Director Retail Advice who will lead and grow the business. The firm offers a fully integrated financial advice service and investment administration platform for both employers and individuals with access to a SIPP, master trust, ISA and general investment account, as well as wealth management solutions.

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