In Memoriam

It is with great sadness and a heavy heart that we say goodbye to our Partner, colleague and friend – and one of the kindest and most gentle of men within the Oxford business community, Nick Walker.

Following a long and courageous fight against cancer, Nick sadly lost the battle on 12th December.

Nick leaves a huge void in the lives of his family, friends and colleagues.

At this very sad time our thoughts are with his wife, Caroline, his beloved children, grandchildren, and family.

Your Partners, friends, and colleagues.

Posted by Gary Hunt

Topics: Insider

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by Steve Butler

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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