Punter Southall Aspire, a leading UK workplace pensions and savings company, has completed its acquisition of Focus Oxford LLP, an award-winning Oxford-based independent financial advisory firm. 

Acquiring Focus Oxford LLP will enable Punter Southall Aspire to grow its retail advisory arm and offer a fully integrated financial advice service for employers and individuals focusing on pensions, pension master trusts, mortgages, ISAs and general investment and wealth management solutions across all tax wrappers. 

Focus Oxford has been offering bespoke financial advice in all aspects of financial planning including pensions, investments, mortgages and life assurance to private and corporate clients over the past 27 years.  The merger will give the firm economies of scale to boost its growth and the ability to offer clients greater levels of investment and wealth management solutions. 

Steve Butler, CEO, Punter Southall Aspire said, “We are delighted to have completed the merger with Focus Oxford LLP, a well-established business that shares our values and vision for making savings and investments less complex and more accessible for everyone. “This is one of several acquisitions we plan to make over the next few years in the retail finance space that will enhance our proposition for individuals and employers and enable us to deliver financial advice and education in an effective and meaningful way.” 

About Punter Southall Aspire

Punter Southall Aspire is a leading UK workplace pensions and savings business that brings together governance, investment and communications expertise within a technology-led business. Through the company’s regional UK offices, it works with over 800 employers, designing and managing solutions that meet their unique needs. 

Punter Southall Aspire is part of the Punter Southall Group, which is proudly independent and majority employee-owned. 

Punter Southall Aspire has:

  • Number of schemes: c. 1,250

  • Assets under management: c. £3.5 billion

  • Number of members: c.200,000

  • Number of employees: 81

  • Private clients: c.1000

Posted by Gary Hunt

Topics: Insider

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