Locations | Poole

Meet The Team

Uniting pensions consultancy, workplace savings and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.

As Punter Southall Coleman we continue to offer a comprehensive financial planning service for all your investment, mortgage and protection needs:

  • Pension Planning: when do you want to retire and how much income will you need?
  • Life Assurance: how much cash would your family need to maintain their current lifestyle if you die prematurely?
  • Income Protection: would you require a regular income or a cash sum if you suffered a serious illness or disability?
  • Investments/Regular Savings: are you making the best use of any spare capital or surplus income?
  • Mortgages: do you want to reduce your current mortgage outlay or are you moving home?
  • Healthcare: are you looking for a personal service to support you, your family or your employees' health & wellbeing needs? 
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Explore Punter Southall Aspire

Poole

Poole

4 Winchester Place
North Street
BH15 1NX

Tel: +44 (0)1202 037980

meet the team

The experts who are here to help you

Click below to contact us

Peter Selby

Managing Director, Retail Advice

Peter oversees the national retail advice proposition for PS Aspire, from simple guidance and education through to a complete holistic financial planning and advice service.

He is a people person at heart and is known as a voice of reason; he is passionate about everyone in Britain having some form of access to knowledge and help with their financial wellbeing and prosperity.

SPECIALISMS

Financial Planning

Simon Fisher

Managing Principal

Simon Fisher was the Managing Director of Coleman Financial Services Ltd at the time of its acquisition by Punter Southall Aspire in January 2019.

He began his career in the financial services industry in 1977, working for a major life assurance company before starting his own business in 1990, a pension specialist IFA operating predominantly in the SME sector.  This business was sold to the Coleman Group in 2000.

Simon provides advice to SME clients on their employee benefit arrangements and to the owners and managers of these businesses on their own retirement and personal financial planning.

SPECIALISMS

Financial Planning

Workplace employee benefits

Diana Glasspool

Managing Principal

SPECIALISMS

Financial Planning

Emma Snowden

Healthcare Consultant

Emma specialises in managing Health & Wellbeing solutions for Corporate, SME and Individual clients, including Private Medical Insurance, Dental Insurance, Health Cash Plans and Employee Assistance Programmes.

For the majority of her career she has worked for insurance companies and with 30 years in the health insurance industry, now provides clients with a consultative approach to their health & wellbeing needs.

SPECIALISMS

Gareth Smith

Consultant

Gareth's work is mainly with employers and their staff. This involves helping employers comply with auto enrolment legislation and general support in relation to pension provision and other employee benefits. Some employers also require services including staff presentations or one-on-one meetings with employees to help them in their understanding of the need to save for retirement.

Additionally, he works with individuals with regard to consolidation of pension benefits and the planning required in the years immediately before retirement leading to use of flexi-access drawdown or annuity purchase in retirement.

SPECIALISMS

Financial Planning

Workplace employee benefits

Gary Burn

Consultant

Gary provides advice predominantly to individual clients before and in retirement, with a focus on retirement income options.

He has been in the industry since 2003, moving to Coleman Financial Services in 2006 and recently becoming part of Punter Southall Coleman.

 

SPECIALISMS

Financial Planning

James Lewis

Mortgage Consultant

James aims to provide high quality independent mortgage and protection advice to his clients.

He has worked in financial services for 22 years and at Punter Southall Coleman for the last 10 years.

 

SPECIALISMS

John Marlborough

Consultant

John started his financial career at Norwich Union back in the 1990s, working in both their Southampton and Jersey branches.  Upon leaving Norwich Union he joined a small firm of financial advisers in Bournemouth as an administrator/paraplanner and now has over 20 years’ experience working within a firm of financial advisors.  Following the merger of that Company with Coleman Financial Services back in 2010 he moved into an advisory role, a job he continues following the acquisition of Coleman Financial Services by Punter Southall Aspire.

John provides pensions and investment advice to individuals who are nearing, or have already, retired as well as those needing advice at earlier stages in life.

SPECIALISMS

Financial Planning

Mike O'Sullivan

Consultant

Mike has been employed as an adviser with Punter Southall Coleman for over 13 years, having previously worked for several national IFAs since the early 80s. 

Over that time Mike has worked closely with companies such as Procter and Gamble, Transport for London, and Cobham Plc, to name just a few, providing a range of educational courses preparing employees for retirement and those mid-way through their career.

 

SPECIALISMS

Financial Planning

Peter Fairweather

Chartered Financial Planner

Peter has worked in financial services for 20 years.

He spends most of his time advising clients who are approaching retirement or are already retired.

 

SPECIALISMS

Financial Planning

Our Clients

Read testimonials on our Next Generation Thinking from our clients

“My girlfriend and I have just used Punter Southall Aspire for our mortgage application for our first home with one of their advisers, Ed Batty. He made everything very clear and easy to understand, was very efficient and extremely helpful in dealing with the third party selling the house. Have not got a bad word to say about any of the experience. Would definitely recommend..”

Sam U.

Mortgage client

April 2019

“I met with Marcus Ramsell at Punter Southall Aspire and I have nothing but praise for the excellent service given. Marcus cut the jargon and was patient in explaining details. I would definitely recommend Marcus and would totally trust his advice. I believe he is methodical in his thinking and is quick to relate to the situation at hand - I think it would be hard to find a match to his service.”

Heather Krobok

Financial planning client

May 2019

"Last year I used Punter Southall Aspire for advice and then to arrange a financial transaction for me. I can thoroughly recommend this company in particular Ed Betty who was my adviser. He was very knowledgeable, thorough and explained everything in a way which was easy for me to understand. I am totally satisfied with the the product I used and and would be happy to use them again in the future."

Maureen Seymour

Financial planning and mortgage client

January 2019