Technology has changed dramatically. From paper files and written correspondence to electronic trading and emails, Punter Southall Focus has embraced these changes.
Whilst adopting a modern approach, clients are still treated as individuals – if a letter is preferred to an email, then that’s the way business is transacted.
The future is about maintaining the values that we believe in, whilst adapting to the ever changing world of financial planning.
Our aim is to continue to deliver the best possible solutions and service to our clients.
Punter Southall Focus now has a team of more than 20 talented Partners and staff providing solutions and first class service in all areas of financial planning and mortgage arrangements.
Our composite mortgage and financial planning brokerage is also key to our operations, as is a close connection with Focus Oxford Risk Management Ltd who continue to deliver insurance solutions. Being able to provide advice and service in all areas, for both personal and corporate clients remains key to our ongoing success.
Punter Southall Focus continues to be forward-thinking and we constantly review and update working practices to ensure that we remain not only legally compliant, but just as importantly, in a position to provide our clients with the most up to date and appropriate solutions.
Client relationships matter to us. Many clients have been with us since we were formed in 1990, demonstrating the value we place on providing excellent customer service.
We've been advising clients on their financial affairs since 1990
...including saving for retirement, income in retirement, protecting your family and sorting out your mortgage
We aren't tied to any one provider, so we can decide what's best for you
We aren’t just here to sell you something, have a look around the website and see how much information we can provide
We will build a relationship with you, so that you can see what your money can do for you, rather than simply how much you have
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